Tracey Agnew

Financial Advisor Owner, Agnew Insurance Ltd, @Co-operators

Calgary, AB, CA
MOBILE NUMBERS
+91 *********19

Signup · Get unlimited contacts

WORK HISTORY

Dec 2005 — Present

Financial Advisor Owner, Agnew Insurance Ltd, @Co-operators

View department →

We don\'t sell you a policy! We make sure your needs are addressed and design an insurance portfolio to protect your family, lifestyle and estate. You cannot replace the value our inperson service provides. Our mission is to provide quality insurance products with exceptional service, while practicing co-operative principles, to our customers at all times. We will offer protection for your home, business and family through a team of trained professionals who will treat you with respect and fairness of which our customers expect. We want our customers to do business with us because they want to do business with us. Insurance products offered through Co-operators General Insurance Company and Co-operators Life Insurance Company.

EDUCATION

2018 — 2019

IFSE Institute of Canada

Certificate, Finance and Financial Management Services

1992 — 1993

Saskatchewan Polytechnic

Diploma , Business Administration and Management, General

N/A

IFSE Institute

Mutual Fund Investment Specialist, Finance, General

1990 — 1992

Saskatchewan Polytechnic

Diploma, Marketing/Marketing Management, General

2008 — 2009

University of Calgary

Finance and Financial Management Services

SKILLS

Fixed AnnuitiesDisability InsuranceCommercial InsuranceProperty & Casualty InsuranceInvestmentsRetirementTeam BuildingRetirement PlanningCritical IllnessPortfolio ManagementTerm Life InsuranceHomeownersLife InsuranceGeneral InsuranceFinancial PlanningFinancial AdvisoryInsuranceWhole Life InsuranceCustomer ServiceLicensed Life Insurance AgentLong-Term CareSales

ABOUT TRACEY AGNEW

Financial Advisor/Owner, Agnew Insurance Ltd/Mutual Fund Investment Specialist, Co-operators Financial Investment Services Inc.

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.