Holly Macpherson Email & Phone Number

Edmonton, Ab, Ca

St Albert, Alberta, Canada

Investors Group Financial Services Inc.

204 2951 Ellwood Drive Edmonton

As an advisor I help clients create new habits for their future by planning and preparing for future emergencies, goals, investing and retirement planning. I am dedicated to learning about your personal goals, then together we will build a customized and holistic financial plan that is focused on your specific needs. We will create a personal plan that can grow with the stages of your life; purchasing a home, financing a child’s education, planning for retirement and even estate… Show more As an advisor I help clients create new habits for their future by planning and preparing for future emergencies, goals, investing and retirement planning. I am dedicated to learning about your personal goals, then together we will build a customized and holistic financial plan that is focused on your specific needs. We will create a personal plan that can grow with the stages of your life; purchasing a home, financing a child’s education, planning for retirement and even estate planning. We will review it regularly to ensure you stay on track and we can make changes as circumstances dictate. Being a good listener, having empathy and real-life experiences are all things that have shaped me into the person I am today.I have worked in the service industry for almost 10 years and I have extensive training in emotional intelligence, business procedures and providing financial plans tailored to your situation. Additionally, John Kok (CFP, CLU, Ch FC, RRC, MTS) the president and owner of Navigator Financial will oversee all transactions and offer additional support to ensure the best quality service as your trusted provider. Show less

• Handles all customer problems/concerns• Trained in financial applications and administration procedures• Customer service professional• Maintain knowledge of multiple carriers and plans• Small business specialist• Reach out to local Buisness • Health check and monitor accounts • Attend meetings and present proposals• Deliver product on demand

Slave Lake, Alberta, Canada

• Ensure the smooth running of basic banking transactions• Build relationships with clients and look for opportunity• Enforcing new and reviewing policies to ensure proficiency • Answering any banking queries • Analyzing financial reports• Representing the bank within local community • Verify customer data to detect and identify fraud • Responsible for combinations, keys and cash management • Marketing new financial products or services

Edmonton, Alberta, Canada

Edmonton, Alberta, Canada