Dwight Dobersheck
Financial Planner
Investment Representative
Your financial success is my priority. As a financial security advisor and investment representative, I’ll work with you to create and implement financial security plans customized to help you reach your goals at every stage of life and/or business. I work primarily with people who are giving serious thought to their Retirement to help them achieve their long term goals as they relate to Investment and Retirement Planning and Estate and Succession Planning. I partner with other financial professionals to ensure I am able to offer a full suite of financial tools including Investment Plans, Life Insurance, Health Insurance and Living benefits (Critical Illness Insurance and Disability Insurance), Group Benefit Plans and Group Retirement Savings Plans, Mortgages and Banking Services. I grew up in Northern Saskatchewan and since graduating from the University of Saskatchewan in 2002 with a Bachelor of Commerce degree majoring in Finance, I have been in the financial services industry helping other s achieve their financial goals. I am committed to lifelong learning and have earned several designations including the Certified Financial Planner Designation (CFP), Chartered Investment Manager (CIM) the Chartered Life Underwriter Designation (CLU) and the Certified Health Insurance Specialist (CHS) designation. In my spare time, I like cheering for the Saskatchewan Roughriders, attending local events, learning languages, volunteering with worthy causes and spending time with friends and family. I am based in Vancouver, BC and offer my services to clients here and in Saskatchewan with quarterly trips to meet with clients. Let's talk about how we might work together