Penni Johnston-Gill

Penni has earned strong loyalty from her clients based on a track record of expert investment planning, risk management and wealth and tax planning advice. Before joining Canaccord Genuity in 2006, she established and led the Institutional Sales Desk and then worked as an Associate Investment Advisor. Her career began at one of Calgary's elite energy investment firms. With a demanding career and two young children, she understands the balancing act many successful professional women - and men - work hard to get right. She also knows how important it is for families to achieve and maintain financial security. Penni has 22 years experience of financial services industry, is licensed to sell investments and options. She holds the Personal Financial Planner (PFP) designation and is working towards the Certified International Wealth Manager (CIWM) designation.

Contact :
Je réponds à ces types de besoins de placement :

• Gestion holistique du patrimoine
• Création de richesse
• Planification financière complète
• Planification de l’héritage et de la succession
• Planification fiscale
• Solutions d’assurance
• Gestion discrétionnaire des placements
• Solutions de gestion de portefeuille

www.pennijohnstonwealthadvisory.com/
pjohnston-gill@cgf.com
403.508.3874
800.818.4119 (Numéro sans frais Canada)
Fax: 403.508.3823
@CGWM_GillPenni
https://www.linkedin.com/in/penni-johnston-gill-a609b121/

• Calgary