Bio
Credentials
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uLethbridge Connect Alumni Volunteer
Ten Thousand CoffeesSep, 2018- Apr, 2026
Experience
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Kranzler Financial Services Inc.
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#204, 1921 Mayor Magrath Drive S
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Financial Advisor & Group Benefits Specialist
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Oct 2017 - Present
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#204, 1921 Mayor Magrath Drive S
Financial Advice - Investment & Insurance related services.Corporate Solutions - Group Benefits Advice - Plans & PackagesCorporate Solutions - Health Spending Accounts
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Kesler & Associates, Inc.
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Lethbridge, Alberta, Canada
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Financial Advisor & Group Benefits Specialist
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Jan 2008 - Present
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Lethbridge, Alberta, Canada
Everything from investing within accounts such as RRSP, TFSA, RESP, LIF, LIRA & Non-Registered investments. Retirement advice and planning for the future. I also provide Group Benefits Packages to businesses and business owners, as well as Investment Advice and Information pertaining to investment choices, options, and products for Lethbridge, Coaldale, Coalhurst, Raymond, Magrath, Fort Macleod, Claresholm, Calgary, and all of Southern Alberta.
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BMO
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Lethbridge, Alberta
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Financial Services Manager
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Mar 2007 - Dec 2007
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Lethbridge, Alberta
Financial Services Manager. Basically a Personal Banker. Everything from bank accounts to transactions, term investments and basic banking processes in Lethbridge, Alberta. Before taking the Lending course I left the bank.
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Education
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2002 - 2007The University of Lethbridge
Bachelor of Management, Finance
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