Private Wealth Advisor@ Raintree Financial Solutions
Edmonton, Alberta, Canada
Weston Fader B.Comm, CCS, CHS
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Saint Mary's University
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FlashIntel GPTWeston Fader B.Comm, CCS, CHS is a highly experienced professional with 19.2 years of work experience in investments, strategic financial planning, wealth, risk management, and wealth management. Based in Canada-Saskatchewan-Saskatoon, he specializes in working with business owners, executives, and incorporated professionals to find ways to maximize cash flow and protect assets. With a fresh approach to financial planning, Weston aims to maximize existing cash flow and add new cash flow through traditional and alternative investment options. He can be contacted at [email protected] or you can contact him via LinkedIn.
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Emails and Phone Numbers
About
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: [email protected]
...See MoreWork Experience
Private Wealth Advisor
Financial Services
Weston Fader B.Comm, CCS, CHS's Professional Milestones
- Director (2016-11-01~2019-11-01): Facilitated strategic initiatives to drive organizational growth and maximize efficiency.
- Financial Security Advisor (2010-08-01~2011-11-01): Implemented comprehensive financial planning application with effective risk management strategies.
Education
Commerce,
Business Management,
Business,
Global Business Management
852076800-1072915200Skill
Investments
Strategic Financial Planning
Wealth
Risk Management
Wealth Management
Retirement Planning
Leadership
Cash Flow Management
Specialized Income Protection Planning
Investment Strategies
Financial Planning
Financial Advisory
Portfolio Management
Budgets
Insurance
Asset Management
Financial Analysis
Estate Planning
Business Strategy
Critical Illness
Financial Risk
Financial Modeling
Term Life Insurance
Private Capital Investing
Personal Banking Strategies
Retirement Income Strategies
Alternative Investments
Disability Insurance
Life Insurance
Private Equity
Financial Advice
Insurance Planning
Asset Allocation
Banking
Certification
Colleagues
Jeff Toews
President & Chief Executive Officer
ilan Handelsman
National Sales Manager
Alan Alderton
Vice President of Business Development
Adam Derges
Vice President Business Development
Colleen Springler
Vice President of Finance and Operations
Other Named Weston Fader B.Comm, CCS, CHS
Frequently asked questions
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We found 2 Weston Fader B.Comm, CCS, CHS's phone numbers
Weston Fader B.Comm, CCS, CHS's social media include: Linkedin,
Weston Fader B.Comm, CCS, CHS works for Raintree Financial Solutions
Weston Fader B.Comm, CCS, CHS's role in Raintree Financial Solutions is Private Wealth Advisor
Weston Fader B.Comm, CCS, CHS works in the industry of Financial Services
Weston Fader B.Comm, CCS, CHS's colleagues are Jeff Toews,ilan Handelsman,Alan Alderton
Weston Fader B.Comm, CCS, CHS's latest job experience is Private Wealth Advisor at Raintree Financial Solutions
Weston Fader B.Comm, CCS, CHS's latest education in Saint Mary's University
