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Roy Willis |
Advisor
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Calgary, AB |
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•Graduated from Augustana University with a Bachelor of Arts Degree in Economics in 1995
•Completed Certified Financial Planner’s Designation in 2004
•Actively in the Financial Planning industry since 1995
•A qualifying member of the worldwide organization of the Million Dollar Round table.
I am committed to my clients and their goals, be it personal, family, or business and we design our plans and approach accordingly.
With an experienced and knowledgeable staff, we strive for open lines of communication.
This is what makes us successful and will continue to make us successful for many years to come. |
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Who We Are 
