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S2 E22 - Building your Financial Team & Strategy with Vickie Burgess of ATB Financial
Manage episode 398545024 series 3551837
תוכן מסופק על ידי Bob Piercy. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Bob Piercy או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
Vickie Burgess has in interesting story arch that landed her in the banking industry. Her journey is not that of financial schooling and institutions that would naturally lead to banking. Rather she came from the wold of Social Work where she spent eight years working with high-risk youth offenders in Toronto. Now this start may seem to have little crossover into banking but Vickey shows that this added perspective does prove useful when working with clients as they work to build the financial plan.
I really enjoyed talking with Vickie today and if you have any questions please feel free to reach out to her.
Victoria Burgess
Senior Private Client Adviser
ATB Financial
780-488-7631
[email protected]
Bob Piercy - host
- phone - 780-965-2232
- email - [email protected]
- LinkedIn - https://www.linkedin.com/in/robertpiercy/
- Website - https://robertpiercy.com
- Facebook - https://www.facebook.com/BobPiercyCoTravelPocast
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