Profile Photo
IPC Securities Corporation
Wealth Advisor
Dec 21, 2020
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