Personal Information
Organization / Workplace
Collingwood, Ontario Canada
Occupation
Life, Health and Wealth Management Consultant
Industry
Finance / Banking / Insurance
Website
About
Tim applies his years of experience and education in life, business and wealth management to provide objective advice and appropriate, cost-effective financial solutions to his clients.
His business successes include having been President of Carlton Cards Retail, President of Laura Secord, Vice President of Operations and Business Development for Van Houtte Coffee Services, and Investment Advisor at RBC Dominion Securities.
His financial education includes completion of the Canadian Securities Course, Conduct and Practices, Professional Financial Planning, Life Insurance Qualification Program, and Derivatives courses. He graduated from the University of Toronto with a Bachelor's degree
Tags
life
planning
resp
health
consultant
saving
investing
insurance
wealth management
freedom
advisor
financial
tfsa
investments
portfolio
rrsp
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