Tim Pfp Location
- Chilliwack, BC, CA
Tim Pfp Work
- 2024 -now Financial Planner @ Wedler Financial Inc. - IG Wealth Management
- 2017 -2024 Investment Specialist @
- 2014 -2017 Financial Planner Investment and Retirement Planning @
- 2013 -2014 Premier Relationship Manager @
- 2011 -2013 Senior Financial Services Officer - Wealth Management @
- 2007 -2011 Financial Advisor @
- 2006 -2007 VAT Administrator @
- 2005 -2006 QuickBooks Support @
- 1997 -2000 Out-Trip Assitant Director @ Camp Valaqua
Tim Pfp Education
- University of the Fraser Valley
(Accounting)
2007-2010 - Harry Ainlay
High school diploma (High School/Secondary Diplomas and Certificates)
2000 - Athabasca University
(BBA)
- CSI
Tim Pfp Skills
- Strategic Financial Planning
- Banking
- Investments
- Portfolio Management
- Wealth Management
- Mutual Funds
- Finance
- Leadership
- Tax
- Financial Services
- Retirement Planning
- Credit
- Retirement
- Estate Planning
- Mortgage Lending
- Accounting
- Loans
- Wealth
- Consumer Lending
- Financial Advisory
- Financial Planners
- Financial Risk
- Investment Advisory
- Residential Mortgages
- Retail Banking
- Securities
- Commercial Banking
- Lines Of Credit
- Commercial Lending
- Wealth Management Services
- Credit Analysis
- Small Business Lending
- Relationship Management
- Branch Banking
- Investment Strategies
- Credit Risk
- Cash Management
- Personal Financial Planning
- Risk Management
- Refinance
- Financial Planning
- Financial Analysis
- Business Relationship Management
- Software Industry
Tim Pfp Summary
- Tim Pfp, based in Chilliwack, BC, CA, is currently a Financial Planner at Wedler Financial Inc. - IG Wealth Management. Tim Pfp brings experience from previous roles at Scotiabank, BMO Financial Group, HSBC and Prospera Credit Union. Tim Pfp holds a 2007 - 2010 University of the Fraser Valley. With a robust skill set that includes Strategic Financial Planning, Banking, Investments, Portfolio Management, Wealth Management and more. Tim Pfp has 2 emails and 1 mobile phone numbers on RocketReach.
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