Raymond Gee
Financial Mentor Licensed Independent Broker @World Financial Group (WFG)
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WORK HISTORY
Financial Mentor Licensed Independent Broker @World Financial Group (WFG)
Calgary, AB, CA
Insurance brokers do not work for an insurance company, they work for you. That’s the key thing that separates them from all other purchase options. It means you have more advice, more choice, better pricing and a representative that’s on your side in the event of a claim. Insurance advisors are trained and licensed to give advice about insurances and investments. Licensed Broker for: Manulife | BMO | iA Financial | Everest | Equitable Life of Canada | Empire Life | AON | Yorkville Asset Management | IVARI | Beneva | Foresters Financial/Canada Protection Plan | RIMI InsuranceProviding heart-centered financial knowledge. I use a holistic, unbiased pragmatic problem solving approach to free up cash flow and reallocate it to help people save more money in their accounts. I teach financial literacy concepts and strategies to help get people eliminate debt, pay off mortgages faster, create and manage wealth, and pass it along to your next generation more tax efficiently. I mentor and build leaders in our financial literacy crusade to reach those families left behind by traditional financial institutions.
EDUCATION
Southern Alberta Institute of Technology (SAIT)
Associate, Surveying & Photogrammetry
American Sailing Association
Basic Keel Boat Sailing
Licenses: HLLQP
Full Life Insurance Agent, Accident and Sickness Insurance
University of Calgary
BSc, Geomatics Engineering
SKILLS
ABOUT RAYMOND GEE
Life is a journey too short to stay on one path. The human mind is a biological AI…
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