brent johnson

certified financial advisor

About

In 2017 I will celebrate 32 years with Sun Life. Over the years I have seen many changes in regulations and the markets, having my Certified Financial Planners designation gives me an edge to evaluate your needs. Each stage of your life is different and it is important to have the right things in place at the right time. As your Sun Life Advisor, I can help you make informed financial choices to build your portfolio and protect your family. Specialties: Financial Planning, Retirement Planning, Estate Planning

Country

canada

City

lethbridge

Industry

insurance

Skill

critical illness, mutual funds, term life insurance, segregated funds, mortgage insurance, whole life, universal life, retirement income strategies, long term care, annuities, retirement planning, estate planning, disability insurance, customer service, finance, financial planners, volunteering

Experience

certified financial advisor

chapter leadership council

advocis

2011-1 - 2016-6 · 5 yrs 6 mos

advisor

sun life financial

1985-9 - Present · 41 yrs 1 mo

* Sales and marketing of Financial Services Products for Sun Life Financial. * Hold the Certified Financial Planner (CFP) designation. * Hold the Elder Planning Counselor (EPC) designation. * Hold the Certified Health Insurance Specialist (CHS) designation.