Profile Photo
Choice Asset Groups
Principal
May 05, 2020 4 months ago
CFP (Canada)
Bio
Previously an NCAA division 1 student-athlete, presently a practicing Certified Financial Planner®, and ambitiously, a difference maker.
Personal Information
4169086872
Male
Guelph
High School
Employer Information
Choice Asset Groups
Worldsource Financial Management Inc.
17-88 Decorso Drive
Guelph ON N1L0A1
Canada
4169086872
Practice Information
Principal
2013
MGA
25-50
Fee based (AUM)
Ontario
Ontario
No
Advocis
Corporate Financial Planning Corporate Insurance Planning Corporate Tax Planning ESG & Impact Investing Estate Planning Executive Compensation Financial Planning Insurance Planning Investment Management Portfolio Management Retirement Income Planning SRI Succession Planning Tax Planning