We are pleased to announce that Larisa Wells has joined the Calgary team of Privest Wealth Management as a registered Exempt Market dealing representative.
With over 25 years’ experience in economics and finance, Ms. Wells has a deep understanding of the Canadian private capital market and excels at in-depth analysis of investment opportunities, ensuring her clients have access to the best investment strategies and growth opportunities. She is passionate about developing investment plans tailored to meet both short-term and long term goals and educating her clients to feel comfortable and confident about investing. Her ability to build strong relationships is based on trust and exceptional service which has led to the rapid growth of her business.
“My number one priority is helping clients build a strong financial foundation and that means providing them access to investment opportunities suited to their needs. Privest’s rigorous due diligence processes, exceptional customer service and diverse opportunities are just what my clients are looking for,” states Ms. Wells.
Ms. Wells holds a PhD in Mathematical Economics and has led many education seminars for investorsand has taught finance courses at Michigan State University.
She can be reached at 403.690.1077 or at firstname.lastname@example.org.
Interested in joining our winning team? Contact our CEO, Rick Couronne at Rick@privest.ca to learn more.