Kamloops
105-1315 Summit Drive
Kamloops BC V2C 5R9
Main:(250) 374-3150
Toll-Free:1 (866) 350-5695
Fax:(250) 374-3170
Branch Manager: Cathy Rogers
Kamloops
Kamloops Advisor Directory
Don Barz
No Photo Available
Portfolio Manager
Kamloops
Direct: (250) 852-6057
Toll-Free: 1 (866) 350-5695
Email: qonem@yrrqr.pn
My Story
Mission Statement
To help my clients achieve their financial goals
Background
B.A. (Major: Geography; Minor: Economics)
M.E.Des. (Environmental Design
C.I.M. (Canadian Investment Manager)
P.F.P. (Professional Financial Planner)
Securities License
Options License
Life Insurance License
An investment advisor since 1994
Business Focus
Retirement planning and income portfolios
Investment Philosophy
Designing diversified investment portfolios that are tax efficient, and take into account market opportunities, risk, and the client’s personal financial goals