Parker brings diverse experience to the team, having graduated from the University of Alberta with Electrical Engineering and earning his P. Eng. He's completed the exams for the Chartered Financial Analyst (CFA) designation and is currently a CFA Charter candidate. In addition, he's completed both the Canadian Securities Course (CSC) and Investment Funds Institute of Canada (IFIC) courses as well as the Life License Qualification Program (LLQP), and currently holds both mutual funds and insurance licenses in Alberta and Saskatchewan. The next step for him will be the Certified Financial Planner (CFP) courses.
Parker is engaged in business development and in preparing and evaluating ongoing planning reviews with our clients. His professional approach and passion for helping clients achieve their financial milestones takes into consideration taxation issues, cash flow analysis, insurance needs, estate planning and investment management makes him a valued member of the Pellegrini Financial team.
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Insurance products offered through Pellegrini & Co. Financial Advisors Ltd.