Darrell Gebhardt

Darrell Gebhardt

Nessuna posizione attualmente

Consumer Services
Finance

Profilo

Mr. Gebhardt received a Bachelor of Commerce Degree majoring in Finance and Marketing from the University of Saskatchewan.
He is a Certified Financial Planner, a Certified Investment Manager, a Fellow of the Canadian Securities Institute, and a Financial Management Advisor.
He is a member of the Financial Planners Standards Council of Canada.
He began his career in the investment industry eight years ago.
Mr. Gebhardt specializes in assisting business owners, retirees, and professionals in the accumulation and preservation of wealth.
He does not use the "cookie cutter" method of money management.
He believes that each portfolio is created one investment at a time, incorporating a client's financial objectives as well as their risk tolerance, estate planning needs and tax considerations.

Precedenti posizioni note di Darrell Gebhardt

SocietàPosizioneFine
Corporate Officer/Principal -
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Formazione di Darrell Gebhardt

University of Saskatchewan Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Società collegate

Aziende private1

Finance

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