Profile Photo
Oakstone Wealth
Owner, Financial Planner
May 11, 2021 one month ago
CFP (Canada)
Personal Information
9053335585
Female
Burlington
Undergraduate
Employer Information
Oakstone Wealth
IPC Investment Corporation
205-2321 Fairview Street
Burlington ON L7R2E3
Canada
9053335585
Practice Information
Owner, Financial Planner
2005
MFDA
6-10
Fee based (AUM) Insurance Commission Banking Commission
British Columbia Ontario
Ontario
No
Estate Planning Financial Planning Retirement Income Planning Tax Planning