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Lisa Ramsay
Sr Partner Estate And Succession Planner And Wealth Specialist at Trailane Financial
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Work Experience
Apr 2019 - Present · 5 years and 9 months
Sr Partner Estate And Succession Planner And Wealth Specialist
Aug 2018 - Present · 6 years and 5 months
Senior Partner
Apr 2019 - Present · 5 years and 9 months
Director, Training And Broker Development Prairie Region
Jun 2018 - Apr 2019 · 10 months
Company Details
2-10 Employees
We provide quality, individual, and value-added services working alongside an internal and external team of advisors, legal, tax and other specialists to enhance and provide our clients with the most complete advice. We help you plan, to allow you to work in your business and focus on your client's/patient's; while working on your business systematically and consistently through every phase.
Year Founded
2018
Social Media
Linkedin
Industry
Financial Services
HQ Location
Calgary, Alberta, CA
Keywords
Estate Succession and Wealth Planning and We have a Commissioner for Oaths for Alberta
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