Don Barz » Kamloops

Kamloops

200 – 301 Victoria Street
Kamloops BC V2C 2A3

Main:(250) 374-3150
Toll-Free:1 (866) 350-5695
Fax:(250) 374-3170

Branch Manager: Cathy Vinterlik

Kamloops Advisor Directory

Don Barz

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

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