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richardbylsma
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Richard Bylsma

Financial PlannerFundEX Investments Inc.Sherwood Park, Ontario

This user account status is Approved

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

Retirement Income Planning Investment Planning

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

Investment Advisor

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.

Alberta British Columbia Saskatchewan

Certification/Additional Courses ?

CFP®

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

Exchange Traded Fund (ETF) Guaranteed Investment Certificate (GIC) Mutual Fund Segregated Fund
Change your cover photo
richardbylsma
Change your cover photo
Richard Bylsma

Financial PlannerFundEX Investments Inc.Sherwood Park, Ontario

This user account status is Approved

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

Retirement Income Planning Investment Planning

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

Investment Advisor

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.

Alberta British Columbia Saskatchewan

Certification/Additional Courses ?

CFP®

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

Exchange Traded Fund (ETF) Guaranteed Investment Certificate (GIC) Mutual Fund Segregated Fund
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