Bambi Beaton

Client Liaison at Hsi Financial Group Inc

Bambi Beaton's Professional Contact Details

Email (Verified)
****@hsifinancial.com
HQ
(403) 269-4640
Location
Calgary, Alberta, Canada
Company
Hsi Financial Group Inc
Person Seniority
entry

Bambi Beaton's Current Company Details

When you know you can, you have peace. Peace of mind is quality of life - prior to retirement and especially in retirement. At HSI, this is our pledge to you. Knowledge is comfort. What plans do you...
When you know you can, you have peace. Peace of mind is quality of life - prior to retirement and especially in retirement. At HSI, this is our pledge to you. Knowledge is comfort. What plans do you have for now and in retirement? Buy what you want? Help the kids? Help the grandkids? Travel? Live your life your way? Would you like to know you have what it takes? Know you can. Live in peace and comfort. Relax, we can help you know. It all starts with a 'Financial Physical'. We'll describe our 'Ideal Portfolio' concept and how it can add comfort to your planning. It's the flight plan for your financial future customized so you can see all the places that matter to you. The team at HSI, lead by our Senior Financial Strategist, Wes Forster, will deliberately arrange or rearrange your financial portfolio to maximize its value for you and your family before and in retirement. Our unique, one-off, personal financial plans cover all opportunities and obstacles while building in self-insurance strategies so you can know what will work for you financially. At HSI, we believe transparency is key. Your experience with us will be comforting, convenient and compelling. You'll be 'flying' your own plan but with a top financial strategist 'co-pilot' sitting next to you. You'll get the rewards without the fear, panic and uncertainty. It's like being in an airplane together flying to your destination of choice. Eliminate uncertainty and replace it with confidence. 'Know you can.'
Founded Year
1996
Organization Website
hsifinancial.com
Organization Languages
English
Organization Revenue
1400
Current Technologies
easydns
godaddy hosting
google analytics
gravity forms
wordpress org
google font api
mobile friendly
facebook widget
facebook login

Job Functions

Finance
Operations
tax planning
investment planning
retirement planning
insurance planning
wealth management
estate planning
finance
investment management
law practice
legal services

Bambi Beaton's Work History and Education

HSI Financial Group Inc.
Client Liaison
2017 - Present

Colleagues at Hsi Financial Group Inc

Financial Strategist
Retirement Planning Specialist and Senior Financial Strategist
Operations Manager

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