Tim Wolfe
Financial Advisor @Groupe financier PEAK / PEAK Financial Group
Red Deer, AB, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jul 2019 — Present
Financial Advisor @Groupe financier PEAK / PEAK Financial Group
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Red Deer, AB, CA
The 2019 move to PEAK allowed me to fully concentrate on my clients and their goals with no company sales targets or product restrictions. I am now a truly independent fiduciary Advisor providing investment, retirement, tax & estate planning. I am also contracted with Manulife, Sun Life & RBC Insurance to assist with my clients personal insurance needs.
SKILLS
WealthInsuranceCustomer ServiceRetirement SavingsInvestmentsEstate PlanningWealth AccumulationFinancial PlanningSalesFinancial PlannersRetirementStrategic Financial PlanningFinancial AdvisoryWealth ManagementTerm Life InsuranceDisability InsuranceFinancial ServicesPensionsRetirement PlanningLife InsuranceFinanceMutual FundsRisk ManagementSegregated FundsIncome ProtectionInvestment Strategies
ABOUT TIM WOLFE
Financial Services Advisor at PEAK Investment Services Inc.
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