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Gary Weston

Financial Advisor at CRESCENT INDEPENDENT (FINANCIAL SERVICES) LIMITED
Intro Book
Experienced financial advisor and wealth manager with 24+ years of experience.
  • Claim this Profile
Location
Greater Winnipeg Metropolitan Area, CA
Skills
  • Retirement Planning
  • Retirement
  • Strategic Financial Planning
  • Estate Planning
  • Wealth Management
  • Show all
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Bio

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Gary Weston is a seasoned financial professional with 24+ years of experience in retirement planning, strategic financial planning, and wealth management. He has worked as a financial advisor, life insurance agent, and owner of his own financial group, with a background in the Canadian Armed Forces. Weston holds a high school diploma and has experience in estate planning, investments, and insurance.

Experience

  • CRESCENT INDEPENDENT (FINANCIAL SERVICES) LIMITED
    • 5-725 Corydon Avenue
    • Financial Advisor
      • Apr 2017 - Present
      • 5-725 Corydon Avenue

      Moved again and consolidated my practice with theirs as I plan my exit strategy. Takes a load off as I get older!

  • The gary ds Weston financial Group
    • Owner
      • Sep 1999 - Present
  • Canada Life
    • Winnipeg, Canada Area
    • Life Insurance Agent
      • Mar 1990 - Sep 1999
      • Winnipeg, Canada Area

      Career path change as I developed a second career in the financial services industry. Slowly developed into a financial advisor with courses and training.

  • Investors Financial Group, LLC.
    • Scurfield Blvd. Winnipeg
    • Financial Advisor
      • Jan 1988 - Jan 1990
      • Scurfield Blvd. Winnipeg

      Started a new life after my military career. Was the right fit.

  • Canadian Armed Forces
    • Radar Tech
      • Mar 1969 - Jan 1989

Education

  • 1966 - 1968
    Vincent Massey
  • 1962 - 1965
    Viscount Alexander

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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