Duncan Wade

As an Investment Advisor and Portfolio Manager, Duncan specializes in portfolio analysis & design, and wealth management. His investment system is executed with the ultimate goal of protecting and enhancing retirement assets. Building and sustaining long-lasting client relationships is what he values most about his career. Duncan and his team take pride in being able to give clients peace of mind in knowing that they’re meeting their financial and retirement goals.

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

• Création de richesse
• Planification financière complète
• Gestion discrétionnaire des placements
• Solutions de gestion de portefeuille

https://duncanwade.com
dwade@cgf.com
780.408.5002
877.313.3035 (Numéro sans frais Canada)
Fax: 780.408.1511
https://www.linkedin.com/in/duncan-wade-cim-pfp-173b024/

CIM®, PFP®

• Edmonton