Syd Duffill Email
Independent Financial Advisor @ Portfolio Strategies Corporation
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Syd Duffill Location
- Priddis, AB, CA
Syd Duffill Work
- 2014 -now Independent Financial Advisor @
- 2014 -now Financial Advisor @
- 1997 -2014 Senior Consultant @
- 2007 -2009 Division Director @
- 1997 -2007 Consultant @
Syd Duffill Education
- Investment Funds Institute of Canada
Branch Manager
2007 - Alberta Insurance Council
Level 2 Insurance License Qualification Course
2003 - Aberta Insurance Council
Level 1 Insurance Licence Qualification Course
1997 - Alberta Insurance Council
Accident and Sickness Insurance Licensing Course
1997 - The Investment Funds Institute of Canada
Canadian Investment Funds Course (CIFC)
1996
Syd Duffill Skills
- Investments
- Insurance
- Strategic Financial Planning
- Wealth Management
- Pensions
- Estate Planning
- Personal Tax Planning
- Mutual Funds
- Corporate Tax Planning
- Asset Allocation
- Finance
- Financial Advisory
- Financial Planning
- Investment Strategies
- Portfolio Management
- Retirement
- Retirement Planning
- Public Speaking
- Process Improvement
- Strategy
- Management
- Strategic Financial
Syd Duffill Summary
- Syd Duffill, based in Priddis, AB, CA, is currently a Independent Financial Advisor at Portfolio Strategies Corporation. Syd Duffill brings experience from previous roles at PPI Solutions Inc. and Investors Group. Syd Duffill holds a Branch Manager @ Investment Funds Institute of Canada. With a robust skill set that includes Investments, Insurance, Strategic Financial Planning, Wealth Management, Pensions and more. Syd Duffill has 1 emails on RocketReach.
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