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Gary Menzies | Wealth Management Specialist | Mission
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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 ?
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Estate Planning Insurance Planning

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

Financial Planner

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British Columbia

Certification/Additional Courses ?


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

Guaranteed Investment Certificate (GIC) Mutual Fund

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