Investment Advisors

Taking your investing to a new level

Our team of Investment Advisors are committed to helping you take your investments to the next level. If you're looking to diversify your portfolio to include fixed income investments, equities such as dividend paying stocks, mutual funds, and professionally managed portfolio solutions, you'll want to meet with Tammy or Gloria. Both can offer you a wide range of investments that fit your financial goals.

Meet Tammy & Gloria

 

Tammy Pregizer Legge, BComm., AICB, CFP, FCSI

Investment Advisor / Qtrade Advisor

Investment Advisor / Prairie Centre Credit Union

Does the array of investment vehicles today have you wondering where to begin? Tammy can help! With over 18 years of experience and seven professional designations, including one of the most recognized designations in the industry, the Fellow of the Canadian Securities Institute, Tammy is more than qualified. After four years with a chartered bank, Tammy joined Prairie Centre as a valuable part of our Wealth Management team. She has completed her Bachelor of Commerce degree and is committed to ongoing professional development. When she is not working with clients, Tammy and her husband Geoff, along with their three children, reside on a farm outside Rosetown.

Tammy believes her clients deserve only the best in Service Excellence and that's why investors have entrusted Tammy with their money. Investors appreciate Tammy's commitment to on-going client communication and advice based on well researched investment solutions to help Grow their Money.

To contact Tammy or book an appointment, email:

tammy.pregizerlegge@pccuwm.ca

 

Gloria Lane, CFP

Investment Advisor / Qtrade Advisor

Investment Advisor / Prairie Centre Credit Union

If you're looking to take your investments to the next level and find more sophisticated solutions, you will want to meet with Gloria. Gloria has been in the financial services industry for over 25 years with 17 years of it spent in the wealth mangement area. She is a Certified Financial Planner who likes to take a holistic approach when meeting her clients' needs. She looks at the whole picture of her clients' needs and risk tolerance, then tailors a plan specifically for them, looking after the most immediate needs first and then broadening it out over time to the secondary and long term goals. Gloria has lots of experience with pension plans, deferred profit sharing plan and group RRSPs.

During the evenings you might find Gloria at the Eston Riverside Golf and Country Club as she is new to the golf world. She also takes an active role in the Eston 95 Lion's Club. Gloria lives with her husband Cliff at Madison.

To contact Gloria or book an appointment, email:

gloria.lane@pccuwm.ca

 

 

To learn more about your Advisor:  visit IIROC Advisor Report

Securities and securities related financial planning services are offered through Qtrade Advisor, a division of Qtrade Securities Inc., Member of the Canadian Investor Protection Fund.

 

 

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