Wendy Valerio
Associate @Permawealth Group Ci Assante Wealth Management Ltd
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WORK HISTORY
Associate @Permawealth Group Ci Assante Wealth Management Ltd
EDUCATION
British Columbia Institute of Technology
Bachelor's degree, Marketing/Marketing Management, General
University Nine of July
Bachelor's degree, Communication, Journalism, and Related Programs
Insurance Council of BC
Life Licence Qualification Program (LLQP)
ABOUT WENDY VALERIO
I’m Wendy Valerio, a financial advisor with over three years of experience in the industry, dedicated to helping clients achieve their financial aspirations. I am dual licensed, holding a Mutual Funds license regulated by the MFDA and a Life Insurance License regulated by the respective insurance councils in Ontario and British Columbia.I encourage you to rethink what your money can do for you. Through personalized and insightful strategies, I empower individuals to take charge of their financial futures. Are you ready to transform your financial life and turn stress into clarity and confidence?
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