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garymenzies
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Gary Menzies

Wealth Management SpecialistQtrade Asset ManagementMission, British Columbia

Wealth Management Specialist with Prospera Credit Union with over 25 years experience in the Financial Services industry. I have my Certified Financial Planner’s (CFP) designation and am fully Life Insurance licensed. My passions are:
Tailored investment solutions,
Customized financial planning,
Long term goals planning and financial assessment,
Pension Plans and retirement income planning,
Tax-deferral strategies.

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Specialties ?
Most often advisors will have areas of specialities based on experience and training.

Estate Planning Insurance Planning

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Financial Planner

Languages ?
Advisors will sometimes have proficiency in languages other than English and French

English

Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.

British Columbia

Certification/Additional Courses ?

CFP® CPCA

Investment Products Offered ?
Some advisors are able to offer different types of investment products.

Guaranteed Investment Certificate (GIC) Mutual Fund

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