Stacey Bartel
My Biography
Prior to starting OBS Financial Services, Stacey had a management career with Canada Post. While taking many Financial Management, Business and Operational Courses, he found that he had a particular interest in Financial Accounting, Income Tax and Planning. His interest in tax preparation peaked when he would meet with his tax accountant every year, only to find that he was not asking any questions to see if there were extra deductions that he was allowed. Stacey was also frustrated that his taxes were never explained, nor was he given suggestions on how to get the most of his tax dollars.
Some of my skills
With going to over 30 seminars, workshops & training events I have learned many useful strategies to preseve and grow wealth.
Designations
- Certified Wealth Management Instructor
Achievement