Travis Stringer, CFP

Associate Wealth Advisor & Financial Planner

250-960-4697 | Email me
1-866-332-5046 | LinkedIn

Travis was introduced to investing and personal finance 20 years ago by his then professional colleagues. It only took a spark to ignite his interest in wealth management, and that spark has become Travis’s passion. From account types to securities; tax and business owner planning; insurance to real estate investing, Travis is always happy to learn your needs and objectives and discuss or develop strategies to meet them.

As with all things Travis does, he has been immersed in his role since joining RBC Dominion Securities in 2012. Despite his relatively short tenure in the financial services industry, Travis’s experience is extensive. He is a Certified Financial Planner® professional and at one point assisted with the administration of $250 million in assets. Travis is well-qualified to meet your investment and comprehensive financial planning needs, including insurance-based strategies. He is very conscientious and aims to ensure the advice he provides is in the best interest of his clients.

Travis was born and raised in Northern BC and loves all that the north has to offer. He appreciates four distinct seasons and spends much of his free time outside hiking, snowshoeing, canoeing, or playing tennis. However, he also has a travel bug and enjoys learning from new cultures and photographing his adventures. Travis lives in Prince George with his lovely wife and teenage daughter.

 

 

 

 

 

Travis works alongside Duane in overseeing portfolios, financial planning, and new client relationships. Speak with Travis to discuss matters related to financial planning, portfolio positioning, real estate investing, tax and estate planning and insurance.
Please contact Travis if you would like an introduction to the team.