skip to content | contact

Introducing New Financial Information To Suit Your Lifestyle

Posted on Mar 23 2007 under money mom

Connect Moms is pleased to present a new content addition to the Career Spa.  Three fantastic financial advisors are now contributing financial information suited to your lifestyle as a working mom.  Meet Jennifer Kirby of the Kirby Financial Group, Shelly Vold president of Vold Financial Group Inc. and certified financial planner with Freedom 55 Financial, Julie Tremblay.

 

Jennifer Kirby, BA(Hon),CFP,RHU,CLU Kirby Financial Group Inc.  Jennifer is a Certified Financial Planner and is the principal of Kirby Financial Group in Calgary. Jennifer can be reached online at Kirby Financial Group or via email at Jennifer@kirbyfinancialgroup.com 

 

Shelly Vold is the president of Vold Financial Group Inc. and the mother of three children. Shelly has been in the Financial Services Industry for 10 years. She holds a Certified Financial Planner Designation and a Registered Employee Benefits Consultant Designation. Most of her practice is focused on Women and  Business Owners. Shelly can be reached at vold.financial.group@londonlife.com

 

Julie Tremblay was born and raised in the Peace River region in northwestern Alberta, which was where she learned from her father, a hardworking farmer, the challenges and potential rewards of entrepreneurship as well as the value of saving for a rainy day.

After being involved on the administrative side of the financial services industry for four years, Julie joined Freedom 55 Financial as a financial advisor in July 2000. She helps her clients build financial plans, focusing mainly on the unique needs of young professionals, small business owners, and entrepreneurs. Using investment and insurance products, she helps her clients accumulate and protect their wealth over the various stages of their lives.

Julie holds the following degrees and designations:

- Bachelor of Management (Finance), University of Lethbridge

- Certified Financial Planner

Julie is also a member in good standing of the following professional organizations, and subscribes to their respective codes of ethics and standards of conduct:

- Advocis, Canada's professional association for all financial advisors and planners, and

- Financial Planners Standards Council

Julie has been involved with the University of Lethbridge Alumni Association for many years, is a founding member of the Bright Minds in Business Society (BMIBS), and is also a volunteer with Junior Achievement of Southern Alberta. She makes fitness a large part of her daily life, and enjoys spending her spare time with her friends and family. Please visit Julie's website: http://www.julietremblay.ca

 




Leave a Comment

Subscription Options

  • advertisers

    • Need Additional Income?
      Life is meant to be abundant...in all areas! Start predicting your future today! Earn the income you deserve!
    • Headed Back to the Grind?
      Excited but not sure how to handle childcare - Call Nannies on Call today! 1-877-214-2828. Tell them you saw this on Connect Moms and receive a discount.
    • Choice Personal Loans
      Choice Personal Loans. Offering a variety of unsecured loan programs for all credits and budgets. They will custom develop a loan package that is right for you...
    • Direct Lending Solutions
      Direct Lending Solutions provides information about various loan programs and a wide range of consumer credit issues, including identity theft and loan scams.