Ed Warkentin Email & Phone Number

UNIQUE VALUE PROPOSITION:I am an associate with a group of professionals within two financial groups, Networth Financial Corp. and Worldsource Insurance Network. WHAT DO I DO? The bottom line is, "I HELP PEOPLE MAKE SMART CHOICES ABOUT THEIR MONEY" and I do this by working directly with them to help achieve their personal financial goals and objectives. With over 22 years of experience, I offer help in managing issues around budget and debt, short and long-term mutual fund investing, including insurance protection and estate matters. When needed or requested, I make thoughtful referrals to other professionals who share my Values Based perspective. I offer periodic NewsLetters that cover issues around all registered investments as well as timely information from published financial journalsMy business:Mutual funds are offered through Networth Financial Corp., a member of the MFDA and MFDA Investor Protection Corporation. Commissions, trailing commissions, management fees, and expenses may all be associated with mutual fund investments. Please read the Fund Facts Sheets before investing. Mutual funds are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer and are not guaranteed as their values change frequently and past performance may not be repeated.I am dually licenced under the applicable Provincial Securities Act and Regulations for the sale of mutual funds, and under the Financial Institutions Act for the sale of insurance products. I am also authorized to provide deposit instruments. I act as an agent for separate companies for each purpose and as such you may be dealing with more than one company depending on the products or services provided. NFC is responsible only for business licenced under the Provincial Securities Act & Regulations. NFC does not supervise or review any other business. All other services are the responsibility of other licenced entities and not the responsibility of NFC.

Listed skills include Microsoft Excel, Customer Service, Mutual Funds, Financial Planning, and 11 others.