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Assante Financial Management Ltd.
Financial Planner
Nov 19, 2019
CFP (Canada)
Year 1 Member
Personal Information
289-943-0727
Male
Markham
Undergraduate
Employer Information
Assante Financial Management Ltd.
Assante Financial Management Ltd.
7 Joseph Street
Markham ON L3P 2M8
Canada
905-201-7522
Practice Information
Financial Planner
2016
MFDA
2-5
Fee based (AUM) Fee Only - Flat Fee/Project Based Fee Only - Retainer Based Insurance Commission Banking Commission
Ontario
Corporate Financial Planning Corporate Insurance Planning Corporate Tax Planning Financial Planning Tax Planning