Bryan Baker Email and Phone Number
Bryan Baker work email
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Bryan Baker personal email
Bryan loves his job. That's why he is so great at it. Whether protecting a family's lifestyle and nest egg against a premature death or disability; obtaining life, disability and critical illness insurance for a client with a poor health history; or saving an investment client thousands in taxes and fees while obtaining solid investment returns and protecting against market downturns; Bryan clearly loves what he does, and who he does it for.Since 2002 Bryan has been helping Canadians protect what matters most, themselves, their children and their future. By partnering with primary and secondary insurers Bryan has created a network of top financial institutions that will provide insurance to virtually anyone. His investment fund partners are leaders in the industry.His clients love working with him because he is a relationship kind of guy. Bryan becomes very attached to his clients; becoming an advocate, a supporter and a friend.
Customplan Financial Advisors
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Marketing Director, Customplan Financial, SaskatchewanCustomplan Financial AdvisorsRegina, Sk, Ca
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Investment AdvisorInvestia Financial Services Inc. Oct 2010 - Present2326 Cornwall StreetProviding sound investment strategies to investor clients; Specializing in the areas of tax mitigation on retirement, how to save money on Management Expenses on investments and obtaining solid returns in up markets while limiting exposure during downward cycles.
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Marketing Director, Customplan Financial, SaskatchewanCustomplan Financial Advisors Jan 2011 - PresentRegina, SaskatchewanPrimarily responsible for training of advisors new to the business, providing support to existing advisors by way of joint case work involving high risk clients (those with poor health history or previous lifestyle issues), hard to insure clients and declined cases. -
Insurance AdvisorCustomplan Financial Advisors Inc. Jan 2008 - Present2326 Cornwall StreetThis is where I successfully aligned myself with numerous mortgage brokers in Saskatchewan in an effort to encourage borrowers away from utilizing the inferior creditor insurance in favor of independently owned coverage. As a result I managed to save hundreds of people thousands of dollars in premiums over the course of their mortgages. This is also where I first started aligning myself with secondary insurers to develop a product shelf I could bring forth to clients marginalized by poor health and the inability to obtain insurance coverage. -
Investment AdvisorProfessional Investment Services Jun 2007 - Oct 20101728 Grant DriveI developed my investment knowledge at Professional Investment Services. I learned from their business model that affinity partnerships are the key to providing a wide range of services to my clients. The training they provided in this area helped me form my own business plan to be the first point of contact for my clients for everything financial.
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Insurance AdvisorProfessional Investment Services Jun 2007 - Nov 20071728 Grant DriveThis position was transitional as I had made the decision to utilize Customplan Financial as my managing general agency on the insurance side while working with Professional Investment Services on the investment side of the business.
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Financial AdvisorRaymond James May 2006 - Jun 2007Smith Street ReginaRaymond James was my soft landing from leaving the corporate world at RBC. A whole world opened up to me as I went from being able to offer a handful of investments to over 6,000 funds, from having access to two insurers to having a smorgasbord of top insurers across Canada. Virtually a kid in a candy store, I used my time wisely and went to school on all the product offerings and investment funds.
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Insurance Advisor Investment AdvisorRbc Insurance Jan 2002 - Mar 200611Th Avenue ReginaRBC was my training ground. In my opinion, some of the best training available in the industry. This is where I found out how much I loved my new career; That what I did mattered and positively affected the lives of my clients. -
RealtorRemax Crown Real Estate Sep 2004 - Nov 20051St Avenue ReginaRemax was a wonderful company to work with. The next step in my evolution into a self employed professional. I continued honing my skills in developing relationships, negotiation and conflict resolution. It was here that I realized that although I enjoyed my career, especially the clients and fellow realtors, I was still unfulfilled. I needed to complete my goal of becoming a financial advisor.
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RealtorCentury 21 Dome Realty Sep 1997 - Aug 1999Rochdale Blvd Regina Sask.Century 21 Dome Realty has to be the most fun place I have ever worked. The atmosphere was one of one big happy family. Training was second to none. I was actually wooed away from my intention to become a financial advisor by a Century 21 Dome recruiter named Andy Schmidt. Although it delayed my financial career, I am definitely not sorry I took the detour. Great people.
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National Sales ManagerAcme Video/Star Movie Centre Jun 1987 - Sep 19971300 Cornwall StreetAt Star Movie Centre I oversaw the expansion of their consignment video rental service from 230 convenience stores in smaller centres in Sask, Man and Alta to over 810 outlets nation wide, with national accounts including 7/eleven and Canadian Forces Bases Canex stores. At it's peak I managed a national sales force of 7 salespeople covering all of the provinces in Canada except Quebec.
Bryan Baker Skills
Bryan Baker Education Details
Frequently Asked Questions about Bryan Baker
What company does Bryan Baker work for?
Bryan Baker works for Customplan Financial Advisors
What is Bryan Baker's role at the current company?
Bryan Baker's current role is Marketing Director, Customplan Financial, Saskatchewan.
What is Bryan Baker's email address?
Bryan Baker's email address is ba****@****tel.net
What schools did Bryan Baker attend?
Bryan Baker attended University Of Saskatchewan.
What are some of Bryan Baker's interests?
Bryan Baker has interest in Darts, Cooking, Economic Empowerment, Politics, Pool, Cooking Competitions, Education, Environment, Speaking, Retirement Income Planning.
What skills is Bryan Baker known for?
Bryan Baker has skills like Investments, Insurance, Retirement Planning, Pensions, Estate Planning, Finance, Pension Maximization, Corporate Buy/sell, Farm And Corporate Succession Planning, Wealth, Critical Illness, Life Insurance.
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Bryan Baker
Vice President Of Analytics, Insights, And Technology @ Fresh Tracks CanadaVancouver, Bc -
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2bchydro.com, bgcengineering.ca2 +177845XXXXX
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