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Brian Hein |
Advisor
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Calgary, AB |
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B Comm, CFP CLU, CH.F.C., RFP
Obtained the following degrees:
Bachelor of Commerce degree (Finance & Marketing) from the University of Saskatchewan,
CLU designation from the Institute of Chartered Life Underwriters of Canada and CH.F.C. designation from the American College and Canadian Institute of Chartered Financial Consultants.
Over 20 years of active Financial Planning experience
Was one of the first Registered Financial Planners (RFP) and Certified Financial Planners (CFP) in Canada.
A member of the worldwide organization of the Million-Dollar Round Table.
Recipient of the Life Underwriters Association of Canada's National Quality Award for 15 consecutive years.
Awarded by the Saskatoon Life Underwriters Association, was awarded the Certificate of Distinction for excellence in client service.
Past Chairman of Sun Life of Canada's Agents Advisory Council.
Published numerous articles on Financial, Retirement, and Estate Planning issues.
Speaks to many private, public and industry groups across Canada on different areas of financial service and products. |
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