Lisa Boechler

Insurance Coordinator at Wiegers Financial Benefits

Lisa Boechler's Professional Contact Details

Email (Verified)
****@wiegers.ca
HQ
(306) 244-0949
Location
Saskatoon, Saskatchewan, Canada
Company
Wiegers Financial Benefits
Person Seniority
entry

Lisa Boechler's Current Company Details

Wiegers Financial & Insurance Planning Services Ltd. (together with Manulife Securities Investment Services Inc.) is one of the largest financial planning and employee benefits consulting firm in Sa...
Wiegers Financial & Insurance Planning Services Ltd. (together with Manulife Securities Investment Services Inc.) is one of the largest financial planning and employee benefits consulting firm in Saskatchewan. Established 25 years ago by Cliff and Deb Wiegers, the company grew from humble beginnings to a level of success that puts it on par with some of the largest financial planning firms in Canada. Our approach to working with clients is as personal and as dedicated as it ever was. What sets us apart - as much now as 25 years ago - is our commitment to getting to know our clients and what they want and need, both at the beginning of our working relationship and as their personal and professional lives change or as their businesses evolve. This commitment is reflected in a process that involves regular contact and a client/advisor relationship that is both comfortable and familiar. And, we have the infrastructure, tools and supplier relationships to make that easy. In terms of tools, we offer a complete range of insurance, investment and banking products for individuals and businesses alike. And in terms of supplier relationships, we have an unbiased and independent relationship with all of the top insurance carriers, investment fund companies, and other financial and benefit product suppliers in Canada. Whatever our clients'​ financial planning needs, we are well-equipped to provide. *Mutual funds are offered through Manulife Securities Investment Services Inc. Insurance products and services are offered through Wiegers Financial & Insurance Planning Services Ltd. Banking products and services are offered through referral. Wiegers Financial & Benefits is a trade name used for both mutual fund related business and insurance business activities.
Founded Year
1991
Organization Website
wiegers.ca
Organization Languages
English
Alexa Ranking
996020
Current Technologies
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Job Functions

Finance
Marketing
Operations
Consulting
Media And Commmunication
Accounting
Business Development
education planning
mortgage broker services
employee benefits
estate planning
business succession
investment planning
cash flow debt management
retirement planning
business consultation
group retirement savings
cash flow amp debt management
finance
law practice
legal services

Lisa Boechler's Work History and Education

Wiegers Financial & Benefits
Insurance Coordinator
2005 - Present

Colleagues at Wiegers Financial Benefits

Chartered Financial Consultant
Certified Financial Planner & Account Representative
Benefits Administrator
Financial Planner

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