Personal Information
Organization / Workplace
Winnipeg, Canada Area Canada
Occupation
Certified Financial Planner, Keller Financial & Business Planning/ Doheny Securities Ltd.
Industry
Finance / Banking / Insurance
About
I specialize in working with Small Business Owners, Entrepreneurs and Professionals and offer comprehensive Financial & Business Planning Services. I also focus on Cross Border Solutions & Integrated Wealth for Individuals and Businesses.
As an Independent CFP Professional, I work directly for my clients and my advice is not driven by sales targets or any obligation to recommend proprietary products. My recommendations and action plans are customized to the needs of each individual/ business and are truly suited to them. I have extensive experience working in the industry and have built my practice to address the gaps that exist in the typical Financial Institution. I offer Integrated W...
Contact Details
