Lee Schmidt
Partner - Insurance and Investment Advisor @Abacus Wealth Management
Edmonton, AB, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
May 2012 — Present
Partner - Insurance and Investment Advisor @Abacus Wealth Management
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CA
Echelon Financial Corp. and Abacus Wealth Management Inc. combined in May 2012Investment Disclaimer:Mutual funds and exempt market securities are provided through Portfolio Strategies Corp. Non-securities products and services are provided through Abacus Wealth Management Inc.
EDUCATION
1991 — 1995
Augustana University College
History / Phys Ed
SKILLS
Cash FlowRetirementSavingsInvestmentsAsset ManagementTerm Life InsuranceLong-Term CareEstate PlanningWealth AccumulationFixed AnnuitiesMutual FundsCritical IllnessFinancial AdvisoryAsset ManagmentAlternative InvestmentsFinancial PlanningWealth ManagementRetirement PlanningLife InsuranceDisability InsuranceFinancial ServicesFinancial PlannersStrategic Financial PlanningPensionsInvestment AdvisoryWealthSmall BusinessInsuranceIncome ProtectionInvestment Strategies
ABOUT LEE SCHMIDT
I provide advice by assessing your individual investment objective, tolerance for risk…
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