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Liz Wyatt, BA, CFP, CLU, ChFC
Ms. Wyatt has been in the financial services industry for more than 18 years.
She is a certified financial planner, and holds the designations “Chartered
Life Underwriter” and “Chartered Financial Consultant”. In addition, she is a
Fellow of the Life Management Institute. She is also licensed under the
National Association of Securities Dealers (“NASD”) in the United States. In
her career she has been involved at a senior level in the operational,
technology, marketing, and human resources areas of large Canadian
companies.
She has held senior executive positions with:
• Western Pacific Bancorp - Managing Director
• Whitten Capital Group – President, Whitten Asset Management Limited
• Canadian Home Income Plan – Vice President, Western Canada
• Toronto Dominion Bank - Estate Planning Advisor
• Manulife Financial – Advanced Marketing Manager
• Marktrend Research Inc. – Director of Research
Ms Wyatt resided in the British Virgin Islands for eight years providing
offshore business consulting, incorporation and trust services, portfolio
management, investment analysis, research and design. She has now resided
in Saint Martin for the last couple of years.
Ms. Wyatt has been a guest on a number of television and radio shows in
Canada and has provided training seminars in Canada, Cancun, Mexico, the
United States and BVI over the past ten years.
Ms. Wyatt has been in the financial services industry for more than 18 years.
She is a certified financial planner, and holds the designations “Chartered
Life Underwriter” and “Chartered Financial Consultant”. In addition, she is a
Fellow of the Life Management Institute. She is also licensed under the
National Association of Securities Dealers (“NASD”) in the United States. In
her career she has been involved at a senior level in the operational,
technology, marketing, and human resources areas of large Canadian
companies.
She has held senior executive positions with:
• Western Pacific Bancorp - Managing Director
• Whitten Capital Group – President, Whitten Asset Management Limited
• Canadian Home Income Plan – Vice President, Western Canada
• Toronto Dominion Bank - Estate Planning Advisor
• Manulife Financial – Advanced Marketing Manager
• Marktrend Research Inc. – Director of Research
Ms Wyatt resided in the British Virgin Islands for eight years providing
offshore business consulting, incorporation and trust services, portfolio
management, investment analysis, research and design. She has now resided
in Saint Martin for the last couple of years.
Ms. Wyatt has been a guest on a number of television and radio shows in
Canada and has provided training seminars in Canada, Cancun, Mexico, the
United States and BVI over the past ten years.
| Some of our clients AMS Group Equity Trust Folio Administration The Dove Tropical Landscapes S/V No Problem Whitten Capital Group |
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