Brian Wruk Email and Phone Number
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Canada/U.S. Financial Planning, Income Tax Planning/Preparation, Investment Management and Estate PlanningA dual Canadian/U.S. citizen, Brian holds both the U.S. and Canadian CFP® designations, is a Registered Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners in the UK and holds the Canadian Investment Manager (CIM) designation.Based in the Phoenix, AZ area, Brian has written many articles on Canada/US Financial Planning, been quoted in numerous newspapers and journals in addition to speaking engagements but is most known as the author of two best selling books on Canada/US financial planning; The Canadian in America and The American in Canada. Since January of 1997, Brian has worked specifically with American and Canadian residents moving between these two countries. Brian moved to Arizona in August 1990, to complete his MBA at the University of Arizona, moved back to Calgary with his US born spouse before moving permanently with his wife Kathleen to Arizona from Calgary in April of 1996.In addition to the CFP® designations and an MBA from The University of Arizona, Brian holds a Bachelor of Commerce degree from the University of Alberta, a Business Administration diploma from the Northern Alberta Institute of Technology (NAIT), and a Certified Advertising Agency Practitioner designation from the Institute of Canadian Advertising.
Transition Financial Advisors Group
View- Website:
- transitionfinancial.com
- Employees:
- 5
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PresidentTransition Financial Advisors Group Feb 2001 - PresentGilbert, ArizonaA full service, fee-only financial advisory firm that specializes in Canadians and Americans moving between Canada and the U.S. We can coordinate all of your Canada/U.S. tax planning, preparation, investments, estate planning and retirement planning all under one roof.
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Client Manager, Financial AdvisorKeatsconnelly Jan 1997 - Jan 2001Phoenix, ArizonaCanada/US financial planning, tax planning and preparation, estate planning, retirement planning, investment management for high net worth clients moving, or with interests, between Canada and the U.S. -
Marketing, Strategic PlanningStentor May 1994 - May 1996Calgary, Alberta
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Product Management, Product Development, MarketingTelus May 1987 - Dec 1992Edmonton, Alberta
Brian Wruk Skills
Brian Wruk Education Details
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Marketing, Mis -
Marketing And Management Science -
Managemement Information Systems And Marketing -
Salisbury CompDiploma
Frequently Asked Questions about Brian Wruk
What company does Brian Wruk work for?
Brian Wruk works for Transition Financial Advisors Group
What is Brian Wruk's role at the current company?
Brian Wruk's current role is Canada/US Financial Planning, Tax and Investments - President at Transition Financial Advisors Group, Inc..
What is Brian Wruk's email address?
Brian Wruk's email address is br****@****ial.com
What is Brian Wruk's direct phone number?
Brian Wruk's direct phone number is +148072*****
What schools did Brian Wruk attend?
Brian Wruk attended University Of Arizona, University Of Alberta, Northern Alberta Institute Of Technology / Nait, Salisbury Comp.
What skills is Brian Wruk known for?
Brian Wruk has skills like Retirement Planning, Investments, Estate Planning, Financial Planning, Investment Management, Tax, Financial Advisory, Strategic Financial Planning, Finance, Wealth Management, Strategic Planning, Portfolio Management.
Who are Brian Wruk's colleagues?
Brian Wruk's colleagues are Mitch Marenus, Eva Sunderlin.
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