Larisa Wells
Exempt Market Dealing Representative at Sentinel Financial Group
Based in Calgary, Canada
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Seniority
Staff
Department
Sales & Business Development
Location
Calgary
Industry
Financial Services
Company size
49
Contact information
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l•••••••@sentinelgroup.ca
Phone
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Background
About Larisa Wells
Let’s connect and make great choices to grow well and help others. Private & Alternative Investments, tax planning strategies. Helping HNWI, business owners and medical professionals manage their wealth through tax efficient investments that are designed to provide a balance of security, cash-flow and upside potential. You want to have more asset backed, growth, income and tax efficient investments in your portfolio and better diversification. RRSP, TFSA, LIRA, Cash. I hold PhD in mathematical Economics, work closely with a vast network of business and portfolio managers to identify unique opportunities and investment strategies, to empower investors and open up the world of rapidly growing Private and Alternative lucrative space. Passionate about investing, personal finance, teaching, committed to helping investors make informed decisions.
Decision-makers
Other people at Sentinel Financial Group
- VGStaff
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- ACStaff
Aaron Cole
Financial Representative · Finance & Accounting
- DGStaff
David Graham
Dealing Representative · Customer/Client Service
- OMStaff
Olivier Mayeu
Representant Fond Mutuel · Sales & Business Development
- MRManager
Michelle Rostie
Branch Manager & Advisor Contracting · General Business & Management
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