Paris Proft
CFP® · CIM® · B.Comm.
I have been in the investment industry since 1993. I enjoy getting to know what is important for my clients and families and working with clients to grow their wealth. I joined Bill's team to offer my clients a broader range of investment opportunities and the synergies of working with a larger team where "a client's success is our success". I grew up working hard on our family farm and enjoying sporting activities and being part of a team.
I obtained a University of Alberta degree in Commerce with an accounting major. My first job out of University was with an accounting and tax firm. I also worked for a property development company and professional hockey teams.
I have completed numerous investment courses which have accredited me with the designation CFP® (CERTIFIED FINANCIAL PLANNER®) and CIM® (Chartered Investment Manager). In addition to my registration as an investment advisor, I also hold a life insurance license and an accident and sickness license that assists in client planning.
*In addition to my registration as an investment advisor, I also hold a life insurance license and an accident and sickness license that assists in client needs-based planning.