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Don Barz

Portfolio Manager

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
17 years experience as an investment advisor

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

Contact Information

Phone
250-852-6057
Toll Free
1-866-350-5695
Fax
250-374-3170
City
Kamloops

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