Brian Wanner Email & Phone Number
Senior Wealth Advisor, CFP®, CPCA, RRC, EPC @ Investors Group
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Brian Wanner Location
- Fort McMurray, AB, CA
Brian Wanner Work
- Senior Wealth Advisor, CFP®, CPCA, RRC, EPC @ (August 1998 - Present)
- Division Director @ (December 2004 - July 2014)
- Senior Financial Consultant @ (March 1994 - August 1998)
- IG Wealth Management Division Manager @ (August 2020 - August 2023)
- Instructor and Manager @ Keyano College (October 1987 - June 1998)
Brian Wanner Education
- Red River College
Adult Education (Certificate)
1995
Brian Wanner Skills
- Asset Allocation
- Asset Management
- Business
- Cash Management
- Client Relations
- Coaching
- Critical Illness
- Customer Service
- Disability Insurance
- Estate Planning
- Finance
- Financial Advisory
- Financial Analysis
- Financial Planners
- Financial Planning
- Financial Services
- Insurance
- Insurance Planning
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Leadership
- Life Insurance
- Management
- Mortgage Planning
- Mutual Funds
- Mututal Funds
- Pensions
- Portfolio Management
- Public Speaking
- Retirement
- Retirement Planning
- Risk Management
- Savings
- Strategic Financial Planning
- Strategic Planning
- Tax
- Training
- Wealth
- Wealth Management
- Working with Investors
- Accounting
- Sales
- Teaching
- Mortgage Lending
- Project Management
- Mortgage
Brian Wanner Summary
- Brian Wanner, based in Fort McMurray, AB, CA, is currently a Senior Wealth Advisor, CFP®, CPCA, RRC, EPC at IG Wealth Management. Brian Wanner brings experience from previous roles at IG Wealth Management, Investors Group Financial Services Inc. and Keyano College. Brian Wanner holds a Adult Education (Certificate) @ Red River College. With a robust skill set that includes Asset Allocation, Asset Management, Business, Cash Management, Client Relations and more. Brian Wanner has 1 emails on RocketReach.
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