Connie Halwa Financial Services Inc.
- Securities, Commodity Contracts, and Other Financial Investment and Related Activities-Other Financial Investment Activities
Connie is currently licensed as a life insurance agent and brokers her business through PPI Solutions in Edmonton, AB. She is also mutual fund licensed through Portfolio Strategies Corporation out of Calgary AB.
Connie’s transition from a career in education into the investment world has allowed her to continue providing education to a new audience. Her strong belief that education and knowledge give people the power to make informed decisions regarding their own financial well-being is in keeping with the mission of Connie Halwa Financial Services Inc.
Her ability to create strong personal relationships with people has enabled her to build a multi-generational referral based business, based on trust , ethics and excellent client service. Top quality, technical and product training through PPI Solutions and other various sources, enables her to provide solutions to clients as it pertains to their personal and business planning.
- Financial and Retirement Planning
- Estate and Tax Planning
- Portfolio Analysis
- Insurance Analysis