Don Barz
Investment Advisor
Mission Statement
To help my clients achieve their financial goals
Background
B.A. (Major: Geography; Minor: Economics)
M.E.Des. (Environmental Design
C.I.M. (Canadian Investment Manager)
P.F.P. (Professional Financial Planner)
Securities License
Options License
Life Insurance License
17 years experience as an investment advisor
Business Focus
Retirement planning and income portfolios
Investment Philosophy
Designing diversified investment portfolios that are tax efficient, and take into account market opportunities, risk, and the client’s personal financial goals
Contact Information
Phone |
250-852-6057 |
Toll Free |
1-866-350-5695 |
Fax |
250-374-3170 |
City |
Kamloops |
Please type your message to Don Barz in the space provided below.
Due to the security risks involved in sending information over the internet, Leede Financial Markets Inc. cannot be held responsible for ensuring the confidentiality and integrity of this email message.
Leede Financial Markets Inc. cannot accept any orders via email as the timely receipt of email messages, or their integrity over the internet, cannot be guaranteed.
