
Daniel L.
Certified Financial Planner r at Beyond Business Financial Solutions
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Experienced Certified Financial Planner with over a decade of excellence in the financial services industry. Skilled in Retirement Planning, Insurance Planning, Tax Reduction Strategies, Writing, Analytics, and Personal Finance. Focused educational background with a Bachelor of Commerce (B.Com.) majoring in Economics and Law from the University of Alberta.
Work Experience
Certified Financial Planner r
Beyond Business Financial Solutions
Sep 2024 - Present
1 yrs 11 mos
Investment Representative
Quadrus Investment Services Ltd.
Jun 2016 - Present
10 yrs 2 mos
Education
University of Alberta
Economics and Law
2014 - 2016
MacEwan University
Accounting
2013 - 2015
Skills
Communication Skills
Microsoft Office
Sales
Critical Thinking
Writing
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