Trisha Argotoff, Cfp®

Trisha Argotoff, Cfp® Email and Phone Number

Certified Financial Planner® @ Solomon Financial Corporation
High River, AB, CA
Trisha Argotoff, Cfp®'s Location
High River, Alberta, Canada, Canada
Trisha Argotoff, Cfp®'s Contact Details

Trisha Argotoff, Cfp® work email

Trisha Argotoff, Cfp® personal email

n/a
About Trisha Argotoff, Cfp®

I am a certified Financial Planner. I also am a life insurance broker and investment funds advisor (done through Networth Financial Corp). I can help clients with both their investments and through insurance such as life, critical illness and disability. I can also help with health insurance and Health Spending Accounts for business owners.

Trisha Argotoff, Cfp®'s Current Company Details
Solomon Financial Corporation

Solomon Financial Corporation

View
Certified Financial Planner®
High River, AB, CA
Employees:
58
Trisha Argotoff, Cfp® Work Experience Details
  • Solomon Financial Corporation
    Certified Financial Planner®
    Solomon Financial Corporation
    High River, Ab, Ca
  • Solomon Financial Corporation
    Partner
    Solomon Financial Corporation Jun 2020 - Present
  • Networth Financial Corp.
    Investment Funds Advisor
    Networth Financial Corp. Sep 2020 - Present
    Alberta, Canada
    Mutual funds are offered through Networth Financial Corp. (NFC), member of the MFDA and MFDA Investor Protection Corporation. Commissions, trailing commissions, management fees, and ex- penses may all be associated with mutual fund investments. Please read the Fund Facts Sheets be- fore investing. Mutual funds are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer and are not guaranteed, their values change frequently and past performance may not be repeated.Trisha Argotoff is dual licensed for the sale of life insurance. As such, you may be dealing with more than one company depending on the products or services provided. NFC is responsible only for business licensed under the Provincial Securities Act & Regulations. It does not supervise or review any other business. All other services are the responsibility of another licensed entity and not the responsibility of NFC.The articles and information provided on this website are intended to raise issues and help you find solutions and should not be construed as advice for any specific situation or individual. Always con- sult your representative and your tax or legal professional, as applicable, before taking personal action.
  • Highwood Financial Solutions
    Owner
    Highwood Financial Solutions Oct 2016 - Jun 2022
    High River, Alberta, Canada
    Have been working as a life insurance broker for over 15 years now (with the most recent 6 being independent). I finally have a company name and am excited to grow my company helping individuals with life insurance
  • Regional Mortgage Group Inc
    Mortgage Broker At Regional Mortgage Group
    Regional Mortgage Group Inc Jun 2012 - Jan 2018
    High River Alberta
    With over 10 years of experience, I love what I do as a Mortgage Broker. Every mortgage is truly unique and it pays to have someone on your side that can help you navigate the mortgage world.
  • Independent Financial Service Broker
    Independent Financial Service Broker
    Independent Financial Service Broker Jan 2015 - Oct 2016
    High River Alberta
    Although my Mortgage Business is my main focus, I have been an insurance broker for the last 6 years. I can help clients with their insurance needs as well as RRSP's, TFSA's, RESP's and Travel Insurance to name a few. I am able to offer a well rounded approach to my clients financial goals and help get them to where they want to be.
  • World Financial Group
    Associate With World Financial Group
    World Financial Group Jul 2008 - Jan 2015
    Help Middle Income families put a plan in place to ensure they are able to reach their financial goals.
  • Mortgage Alliance
    Mortgage Associate
    Mortgage Alliance Apr 2007 - Jun 2011
    I helped clients get the right Mortgage from over 40 different lenders.
  • Computershare
    New Royalty Analyst
    Computershare Dec 1999 - Dec 2005
    helped allocate money to the proper trust account when an oil company starts drilling a new well.

Trisha Argotoff, Cfp® Skills

Banking Public Speaking Business Retirement Planning Financial Planning Mortgage Marketing Grassroots Investments Mortgage Lending Refinance Finance Segregated Funds Life Insurance Skate Mutual Funds Marketing Credit Residential Homes Certified Financial Planner Small Business Marketing Strategy Loans Residential Mortgages

Frequently Asked Questions about Trisha Argotoff, Cfp®

What company does Trisha Argotoff, Cfp® work for?

Trisha Argotoff, Cfp® works for Solomon Financial Corporation

What is Trisha Argotoff, Cfp®'s role at the current company?

Trisha Argotoff, Cfp®'s current role is Certified Financial Planner®.

What is Trisha Argotoff, Cfp®'s email address?

Trisha Argotoff, Cfp®'s email address is ro****@****shaw.ca

What are some of Trisha Argotoff, Cfp®'s interests?

Trisha Argotoff, Cfp® has interest in Swimming, Children, Skiing, Travelling.

What skills is Trisha Argotoff, Cfp® known for?

Trisha Argotoff, Cfp® has skills like Banking, Public Speaking, Business, Retirement Planning, Financial Planning, Mortgage Marketing, Grassroots, Investments, Mortgage Lending, Refinance, Finance, Segregated Funds.

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