Danny Case

Danny Case Email and Phone Number

Professional advisor focusing on wealth management for business owners and individuals with Westoba Financial Solutions @
Danny Case's Location
Carberry, Manitoba, Canada, Canada
About Danny Case

My experience in the Financial Industry has shown that good financial advice is vital. Creating a detailed financial plan, that is reviewed and updated regularly, will have profound effects on your net worth. A financial plan is not an investment statement. A true financial plan helps you; optimize your retirement, plan for major expenses, maximize your business success, minimize risk, manage cash flow efficiently, and an estate plan. If your plan is missing any of these areas, message me so we can cover the gaps in your plan.

Danny Case's Current Company Details
Westoba Financial Solutions

Westoba Financial Solutions

Professional advisor focusing on wealth management for business owners and individuals with Westoba Financial Solutions
Danny Case Work Experience Details
  • Westoba Financial Solutions
    Financial Planner
    Westoba Financial Solutions Jan 2023 - Present
    811 18Th Street N, Unit 3, Brandon, Mb, R7A &S!
    Holistic Financial Planning- Investment Management- Insurnace- Tax Planning- Estate Planning- Retirement Planning
  • Ig Wealth Management
    Associate Consultant
    Ig Wealth Management Dec 2020 - Jan 2023
    Brandon, Manitoba, Canada
    Making financial dreams come true throughInvestingRetirement PlanningMortgage PlanningEstate PlanningTax PlanningInsurance
    View
  • Investors Group Financial Services Inc.
    Consultant
    Investors Group Financial Services Inc. Jun 2016 - Dec 2020
    857 18Th St, Brandon, Mb
    Making financial dreams come true throughInvestingRetirement PlanningMortgage PlanningEstate PlanningTax PlanningInsurance
    View
  • Westoba Credit Union
    Member Services Representative Ii
    Westoba Credit Union May 2015 - Apr 2016
    3300 Victoria Avenue Brandon, Mb R7B 0N2
    Processing monetary transactions (deposits, withdrawals, bill payment, transfers)Establish and maintain customer relations (answer member inquires, build relationships with members)Update and maintain relations (audit accounts, filing)Sales (new/upgrading accounts and credit cards)Cross Selling ( investments and lending)
    View
  • Richardson Pioneer Ltd.
    Location Assistant
    Richardson Pioneer Ltd. May 2014 - Aug 2014
    Highway 5 & Tamarisk Road
    Establish customer relationsMaintained EquipmentLoaded/Unloaded trucksMaintain SiteCreate custom fertilizer blends

Danny Case Education Details

Frequently Asked Questions about Danny Case

What company does Danny Case work for?

Danny Case works for Westoba Financial Solutions

What is Danny Case's role at the current company?

Danny Case's current role is Professional advisor focusing on wealth management for business owners and individuals with Westoba Financial Solutions.

What schools did Danny Case attend?

Danny Case attended Canadian Institute Of Financial Planning, Ifse Institute, Assiniboine Community College, Canadian Securities Institute.

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