Trisha Argotoff, Cfp® Email and Phone Number
Trisha Argotoff, Cfp® work email
- Valid
- Valid
Trisha Argotoff, Cfp® personal email
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.
Solomon Financial Corporation
View- Website:
- solomonfinancial.ca
- Employees:
- 58
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Certified Financial Planner®Solomon Financial CorporationHigh River, Ab, Ca -
PartnerSolomon Financial Corporation Jun 2020 - Present -
Investment Funds AdvisorNetworth Financial Corp. Sep 2020 - PresentAlberta, CanadaMutual 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. -
OwnerHighwood Financial Solutions Oct 2016 - Jun 2022High River, Alberta, CanadaHave 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
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Mortgage Broker At Regional Mortgage GroupRegional Mortgage Group Inc Jun 2012 - Jan 2018High River AlbertaWith 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.
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Independent Financial Service BrokerIndependent Financial Service Broker Jan 2015 - Oct 2016High River AlbertaAlthough 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.
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Associate With World Financial GroupWorld Financial Group Jul 2008 - Jan 2015Help Middle Income families put a plan in place to ensure they are able to reach their financial goals.
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Mortgage AssociateMortgage Alliance Apr 2007 - Jun 2011I helped clients get the right Mortgage from over 40 different lenders. -
New Royalty AnalystComputershare Dec 1999 - Dec 2005helped allocate money to the proper trust account when an oil company starts drilling a new well.
Trisha Argotoff, Cfp® Skills
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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