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MELANIE HALL-SZYSZKIEWICZ

MELANIE HALL-SZYSZKIEWICZ

MELANIE HALL-SZYSZKIEWICZ, CFP, EPC
Senior Financial Consultant
KELOWNA, BC

Phone (250) 762-3329
Toll Free 1-877-541-2255
melanie.hall-szyszkiewicz@investorsgroup.com

Years with Investors Group : 13


What can you expect from me as your Investors Group Consultant?

I'm personally committed to understanding your needs and providing you with in-depth analysis and personalized solutions. With the support of a wide range of highly qualified financial experts in investment, tax and retirement planning here at Investors Group, I'll help you keep abreast of increasing changes in the financial services industry.

Whether you're examining investment performance or wishing to customize your tax and retirement options, you can be confident you'll have the necessary in-depth information you need to make your most important investment decisions.

I'm dedicated to working with you to ensure you achieve your financial goals.

Professional Organizations and Community Involvement
Elder Planning Counselor, Canadian Initiative for Elder Planning Studies 2010 - present
Member, Kelowna Estate Planning Society 2007 - present
Certified Financial Planner, Financial Planners Standards Council 1999 - present
Member, ADVOCIS,Financial Advisors Association Of Canada 2009 - 2010
Director, Board of Directors, Central Okanagan Foundation 2010 - present
Grants Committee Member, Central Okanagan Foundation, Art, Culture, Heritage Grants 2005 - 2010
President of Kelowna Unit, Canadian Cancer Society 2004 - 2005
Grants Committee Member, Central Okanagan Foundation 2003 - 2004
President Elect Kelowna Unit, Canadian Cancer Society 2003
Alderman on City Council, City of Airdrie 1999 - 2002
Aldermanic Appointee to Board, Airdrie Twinning Commitee 1999 - 2002
Aldermanic Appointee to Board, Airdrie Social Planning Board 1999 - 2002
Women of Distinction Volunteer, YWCA of Calgary 1999 - 2001
Public Speaking Judge, 4H Canada 1998 - 2000
Director Airdrie City Chapter, Chamber of Commerce 1998 - 1999
Volunteer Big Sister, Big Sisters of Calgary 1989 - 1996
Alberta Board of Directors, AFS Interculture Canada 1992 - 1995

For your privacy and protection, we remind you that email is not for confidential inquiries. Please do not include any confidential information in your message (e.g. account numbers, credit card numbers, social insurance numbers, trade requests or other personal information).