Personal Information
Organization / Workplace
Toronto, Canada Area Canada
Occupation
Senior Investment Advisor and Financial Planner
Industry
Finance / Banking / Insurance
About
For over 20 years I have advised a diverse clientele, including businesses, individuals, seniors and individuals with disabilities, on strategies to satisfy their financial needs and issues.
I help clients on a variety of topics, and on different levels of complexity as required.
All clients receive the time and attention necessary to properly address their requirements in a personalized manner.
Areas I help with include;
☛Investment planning, including strategic asset allocation;
☛Financial planning, including retirement, tax & estate planning;
☛Insurance solutions;
☛Education planning, including Registered Education Savings Plans (RESP) ;
☛Special needs planning includin...
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