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 Bettina Schnarr, B. Comm, CFP ® Investment Advisor Certified Financial Planner DWM Securities Inc. When I began my investment career with the Royal Bank in 1985, I realized that it wasn’t what you earned but what you kept after taxes that determined whether you won the money game. I obtained my Bachelor of Commerce Degree from the University of British Columbia. I worked with the bank for nine years and dealt with investments and loans, including mortgages. I have been an independent investment advisor since 1994 and earned my Certified Financial Planner designation in 1999. I am also Level 2 Life Insurance licensed* which allows me to independently survey many insurance companies for the best product suited to my clients’ needs. * Insurance products provided through Dundee Insurance Agency Ltd..
About DWM Securities Inc. DWM Securities Inc., a DundeeWealth Inc. Company, is a full service investment dealer engaged in wealth management & financial advisory services, retail brokerage, institutional sales & trading, equity research and investment banking. DWM Securities Inc. is a member of the "Investment Industry Regulatory Organization of Canada and Canadian Investor Protection Fund. DundeeWealth Inc. is a Canadian owned, TSX listed, innovative wealth management company that creates and provides investment solutions as well as capital markets and advisory services for advisors, institutions, corporations and foundations.
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DWM Securities Inc., Member-Canadian Investor Protection Fund, is a DundeeWealth Inc. Company |
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