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Ontario Ministry of the Attorney General
Senior Financial Planner
May 01, 2019 one year ago
CIM CIWM FCSI FMA RFP TEP
Director
Bio
I perform fiduciary duties, writing and implementing financial plans that enable vulnerable persons to lead sustainable dignified lives.  I also specialize in structuring and investing court settlements of victims with catastrophic injuries. The goal is to maximize a client's public and private benefits while seeking preferred tax and means tested exempt income and growth in their portfolios. 
 
 
Personal Information
416 6131478
Male
Toronto
Masters
Employer Information
Ontario Ministry of the Attorney General
Toronto ON Canada
Practice Information
Senior Financial Planner
1985
None
6-10
Fee based (AUM) Fee Only - Hourly
No
No
IAFP STEP FPA (US) CIFPs
Financial Planning Portfolio Management Tax Planning