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The Importance of Financial Planning: Insights for Women and Families
Manage episode 470620465 series 3480544
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Welcome to the Back to Business Podcast, where we spotlight Calgary's industry leaders and delve into the heart of entrepreneurialism in our vibrant city!
Susyn Wagner and Karen Routledge are integral members of the Wagner Investment Management Team at Wellington-Altus Private Wealth Inc., sharing a passion for business and family values. They specialize in strategic financial planning, helping clients navigate complex financial situations and achieve their goals.
Get Connected With Susyn and Karen:
https://www.susynwagner.com
https://www.linkedin.com/in/susyn-wagner-cim%C2%AE-cfp%C2%AE-fcsi%C2%AE-94433616/
https://www.linkedin.com/in/karen-routledge-cim-cfp-rrc-6aa767112/
Sponsored by the Wagner Investment Management Team with Wellington-Atlus Private Wealth (https://advisor.wellington-altus.ca/wagner/)
Visit www.calpeteclub.com for information on our next networking and membership opportunities.
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