As a professional financial advisor, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.
Connie Halwa is the owner of Connie Halwa Financial Services Inc. Connie began her career in the Insurance and Investment Industry in 2005 after a career as a High School teacher where she taught a wide variety of courses in the Business Department. She holds a degree in Education from the University of Alberta with a major in Business.
Connie is currently licensed as a life insurance agent and brokers her business through PPI Solutions in Edmonton, AB. She is also mutual fund licensed through Portfolio Strategies Corporation out of Calgary AB.
Connie’s transition from a career in education into the investment world has allowed her to continue providing education to a new audience. Her strong belief that education and knowledge give people the power to make informed decisions regarding their own financial well-being is in keeping with the mission of Connie Halwa Financial Services Inc.
Her ability to create strong personal relationships with people has enabled her to build a multi-generational referral based business, based on trust , ethics and excellent client service. Top quality, technical and product training through PPI Solutions and other various sources, enables her to provide solutions to clients as it pertains to their personal and business planning.