Terry Mcbride Email and Phone Number
Terry Mcbride work email
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Terry Mcbride personal email
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I want to help Canadians gain the confidence and knowledge to become financially independent.Specialties: Personal income tax returns for deceased persons and estates, retirement planningdisclaimers:/*********/Disclaimer: http://bit.ly/1nspoNn
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Tax And Financial PlanningRaymond James Ltd. Feb 2001 - PresentSaskatoon, SaskatchewanRetirement planning, estate planning, tax planning -
Ncsas Institute RepAdvocis 1997 - PresentSaskatoon SkAs a volunteer I promote continuing professional education for financial advisors. I hope more advisors will obtain their CLU, CFP and CHS designations. I hosted monthly CLU advanced case studies on Zoom in summer and fall of 2021. -
Tax And Estate PlannerMatrix Financial Corporation 1993 - Jan 2001prepared income tax returns, completed retirement income projections
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Tax OfficerCooperative Trust Company Of Canada Feb 1984 - Jan 1993I was a trust officer for 4 years administering estates. Then, as a tax officer for 5 years I prepared tax returns for deceased persons, estates and trusts. The company changed its name to Concentra Financial.
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Sales RepresentativeSun Life Financial 1979 - 1984Analyzed the need for cash on death and sold life insurance to young families. -
Financial ConsultantPrincipal Group Feb 1979 - Dec 1979Saskatoon SkSold mutual funds and fixed income investments.
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Paste-Up ArtistPrinters Devil Sep 1974 - Dec 1975Saskatoon SkAssembled the text and layout for flyers, newspapers, books.
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Paste-Up ArtistCraft Litho Printing Sep 1972 - May 1973Saskatoon SkAssembled the text and layout for flyers, newspapers, books.
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Advertising SalesSaskatoon Starphoenix Dec 1969 - Aug 1970Saskatoon SkPicked up advertising copy for movie theatre ads, car dealership ads. Contacted business clients along 8th Street.
Terry Mcbride Skills
Terry Mcbride Education Details
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Marketing -
Holy Cross High SchoolMathematics
Frequently Asked Questions about Terry Mcbride
What company does Terry Mcbride work for?
Terry Mcbride works for Raymond James Ltd.
What is Terry Mcbride's role at the current company?
Terry Mcbride's current role is Tax and Financial Planner, Raymond James Ltd..
What is Terry Mcbride's email address?
Terry Mcbride's email address is te****@****ames.ca
What is Terry Mcbride's direct phone number?
Terry Mcbride's direct phone number is +130634*****
What schools did Terry Mcbride attend?
Terry Mcbride attended University Of Saskatchewan, Holy Cross High School.
What are some of Terry Mcbride's interests?
Terry Mcbride has interest in Health, Education, Environment, Economic Empowerment.
What skills is Terry Mcbride known for?
Terry Mcbride has skills like Estate Planning, Financial Planners, Retirement Planning, Retirement, Financial Advisory, Tax, Personal Finance, Public Speaking, Strategic Financial Planning, Certified Financial Planner, Pensions, Estate Tax Planning.
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