Bryan Baker Email & Phone Number

Regina, SK, CA

2326 Cornwall Street

Providing 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.

Regina, Saskatchewan

Primarily 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.

2326 Cornwall Street

This 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.

1728 Grant Drive

I 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.

1728 Grant Drive

This 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.

Smith Street Regina

Raymond 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.

11th Avenue Regina

RBC 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.

1st Avenue Regina

Remax 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.

Rochdale 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.

1300 Cornwall Street

At 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.