Brian McGuire Email
Financial Advisor @ Peacock Sheridan Group
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Brian McGuire Location
- Kelowna, BC, CA
Brian McGuire Work
- 2019 -now Financial Advisor @
- 2018 -2019 Investment Specialist and Financial Planner @
- 2011 -2018 Financial Advisor @ RGF Integrated Wealth Management
- 2009 -2011 Premium Banker @
- 2010 -2010 Hospitality Guide @
- 2006 -2009 Snowboard Instructor @
Brian McGuire Education
- Financial Planning Standards Council
Certified Financial Planner
2014-2014 - The University of British Columbia / UBC
Bachelor of Arts (B.A.) (Psychology)
2007-2009 - Camosun College
Associate of Arts (A.A.) (General Studies)
2005-2006
Brian McGuire Skills
- Personal Financial Planning
- Retirement Planning
- Estate Planning
- Wealth Management
- Asset Managment
- Investments
- Wealth Accumulation Strategies
- Tax-advantaged Investment Strategies
- Executive Administrative Assistance
- Financial Planners
- Insurance
- Investment Strategies
- Wealth Accumulation
- Tax-planning
- Money Management
- Mutual Funds
- Segregated Funds
- Group Benefit Plans
- Permanent Life Insurance
- Disability Insurance
- Office Management
- Administrative Assistants
- Meeting Scheduling
- Investment Advisory
- Strategic Financial Planning
- Securities
- Wealth Management Services
- Leadership
- Public Speaking
- Tax Planning
- Sales
- Teaching
- Finance
- Microsoft Excel
- Tax Advantaged Investment Strategies
Brian McGuire Summary
- Brian McGuire, based in Kelowna, BC, CA, is currently a Financial Advisor at Peacock Sheridan Group. Brian McGuire brings experience from previous roles at Scotiabank - Investment Specialists, RGF Integrated Wealth Management, HSBC and NBC Olympics. Brian McGuire holds a 2014 - 2014 Certified Financial Planner @ Financial Planning Standards Council. With a robust skill set that includes Personal Financial Planning, Retirement Planning, Estate Planning, Wealth Management, Asset Managment and more. Brian McGuire has 1 emails on RocketReach.
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