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Don Barz

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Portfolio Manager Kamloops Direct: (250) 852-6057 Toll-Free: 1 (866) 350-5695
Biography

Mission Statement
To help my clients achieve their financial goals

Background
B.A. (Major: Geography; Minor: Economics)
M.E.Des. (Environmental Design
C.I.M. (Canadian Investment Manager)
P.F.P. (Professional Financial Planner)
Securities License
Options License
Life Insurance License
An investment advisor since 1994

Business Focus
Retirement planning and income portfolios

Investment Philosophy
Designing diversified investment portfolios that are tax efficient, and take into account market opportunities, risk, and the client’s personal financial goals