Lee Schmidt

Lee Schmidt Email and Phone Number

Financial Advisor and Insurance Broker - Abacus Wealth Management Inc. / Portfolio Strategies Corporation @ Abacus Wealth Managment
edmonton, alberta, canada
Lee Schmidt's Location
Edmonton, Alberta, Canada, Canada
Lee Schmidt's Contact Details
About Lee Schmidt

I provide advice by assessing your individual investment objective, tolerance for risk, financial capabilities, investment potential, and by responding to your needs and overall financial goals.- securities licensed (mutual funds, seg funds, GICs, etc)- exempt market investment licenced (Real Estate Investment Trusts, LPs, MICs, Flow Through Shares)- Life Insurance Licensed- Accident and Sickness Insurance Licensed- Critical Illness and Long Term Care Licensed

Lee Schmidt's Current Company Details
Abacus Wealth Managment

Abacus Wealth Managment

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Financial Advisor and Insurance Broker - Abacus Wealth Management Inc. / Portfolio Strategies Corporation
edmonton, alberta, canada
Website:
abacuswealthmgmt.com
Employees:
11
Lee Schmidt Work Experience Details
  • Abacus Wealth Managment
    Partner - Insurance And Investment Advisor
    Abacus Wealth Managment May 2012 - Present
    Edmonton, Canada Area
    Echelon Financial Corp. and Abacus Wealth Management Inc. combined in May 2012Investment Disclaimer:Mutual funds and exempt market securities are provided through Portfolio Strategies Corp. Non-securities products and services are provided through Abacus Wealth Management Inc.
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  • Echelon Financial Corp
    Senior Partner
    Echelon Financial Corp Sep 2009 - May 2012
    Edmonton, Canada Area
    Echelon Financial Corp. and Abacus Wealth Management Inc. combined in May 2012Investment Disclaimer:Mutual funds and exempt market securities are provided through Portfolio Strategies Corp. Non-securities products and services are provided through Abacus Wealth Management Inc.
  • Primerica Financial Services
    Regional Leader
    Primerica Financial Services 1997 - 2009
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Lee Schmidt Skills

Critical Illness Mutual Funds Disability Insurance Strategic Financial Planning Investments Income Protection Pensions Retirement Planning Retirement Insurance Term Life Insurance Financial Planners Long Term Care Estate Planning Wealth Accumulation Wealth Fixed Annuities Wealth Management Financial Advisory Investment Strategies Asset Managment Savings Alternative Investments Investment Advisory Small Business Cash Flow Financial Services Life Insurance Asset Management Financial Planning

Lee Schmidt Education Details

  • Augustana University College
    Augustana University College
    History / Phys Ed

Frequently Asked Questions about Lee Schmidt

What company does Lee Schmidt work for?

Lee Schmidt works for Abacus Wealth Managment

What is Lee Schmidt's role at the current company?

Lee Schmidt's current role is Financial Advisor and Insurance Broker - Abacus Wealth Management Inc. / Portfolio Strategies Corporation.

What is Lee Schmidt's email address?

Lee Schmidt's email address is le****@****ail.com

What schools did Lee Schmidt attend?

Lee Schmidt attended Augustana University College.

What skills is Lee Schmidt known for?

Lee Schmidt has skills like Critical Illness, Mutual Funds, Disability Insurance, Strategic Financial Planning, Investments, Income Protection, Pensions, Retirement Planning, Retirement, Insurance, Term Life Insurance, Financial Planners.

Who are Lee Schmidt's colleagues?

Lee Schmidt's colleagues are Nicole Gignac, Judy Bernes, David Schumacher, Gilles Wilvers, Matthew Buddle.

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