Weston Fader B. Comm
Private Wealth Advisor @Raintree Financial Solutions
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WORK HISTORY
Private Wealth Advisor @Raintree Financial Solutions
CA
As a Private Wealth Advisor with Raintree Financial Solutions, my specialty is to offer prospectus-exempt investments, also known as private or alternative investments. I will work with you to determine your investing goals, timeline, knowledge, experience and the size of your portfolio. I will make recommendations on investments that I think are suitable for you from a broad range of well-researched private funds. I can also refer you to Portfolio Managers for your public market assets. For more information, please visit raintreeFS.com.
EDUCATION
Canadian Securities Institute
Canadian Securities Course
Investment Funds Institute of Canada
Canadian Investment Funds Course, Investments and Securities
The Institute for Advanced Financial Education
Certified Health Insurance Specialist® (CHS®)
Investment Funds Institute of Canada
Exempt Market Products Course, Investments and Securities
Investment Funds Institute of Canada
Accident and Sickness Course, Insurance
Investment Funds Institute of Canada
Life License Qualification Program, Insurance
Saint Mary's University
Commerce, Global Business Management
SKILLS
ABOUT WESTON FADER B. COMM
Are you working harder than ever, but still not reaching your financial potential? Maybe you have a great income, but don’t feel you are where you should be financially?It might be time for a fresh approach to your finances!I work with business owners, executives and incorporated professionals, to get what I call “work optional lifestyles”. That is moving to a place financially where you work because you want to…not because you need the income. With my approach, we look for ways to maximize your existing cash flow and make sure it is well protected from whatever life may throw at you. Then, we look for opportunities to add new cash flow through traditional and alternative investment options.Let\'s connect here on LinkedIn, and am always just an email away if there\'s anything I can help with: w•••••@atlaswf.com
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