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IPC Securities Corporation
Wealth Advisor
Dec 21, 2020 2 years ago
CFP (Canada) CIM
Personal Information
5197258895
Female
Waterloo
Undergraduate
Employer Information
IPC Securities Corporation
IPC Securities Corporation
330 Marsland Dr
Waterloo ON N2J 3Z1
Canada
519-725-8895
Practice Information
Wealth Advisor
1994
IIROC
>50
Fee based (AUM) Insurance Commission
Ontario
Ontario
No
Corporate Financial Planning Estate Planning Financial Planning Insurance Planning Investment Management Portfolio Management Retirement Income Planning Succession Planning Tax Filing Tax Planning