Jeff Wachman

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Wachman Wealth Management Inc.
Financial Planning and Advisor
May 01, 2019 one year ago
PFP RFP
Founding Member
Bio

Jeff Wachman is a registered financial planner (R.F.P.®) and senior financial planning advisor with Assante Financial Management Ltd. He is owner and president of Wachman Wealth Management a family financial planning practice.

He graduated from McGill University in 1980 with a B.Comm, majoring in economics and finance. Jeff has twenty years of entrepreneurial business experience and 22 years of financial planning experience. He currently sits on the Board of Directors of the Institute of Advanced Financial Planners and served as president in 2018

Personal Information
jwachman@assante.com
4166695187
Male
Mississauga
Undergraduate
Employer Information
Wachman Wealth Management Inc.
Assante Financial Management Ltd.
218-350 Burnhamthorpe Rd W.
Mississauga ON L5J 1B3
Canada
905-277-7917
http://wachmanwealth.com
Practice Information
Financial Planning and Advisor
1998
MFDA
>50
Fee based (AUM) Fee Only - Flat Fee/Project Based Fee Only - Retainer Based Fee Only - Hourly
Alberta British Columbia Nova Scotia Ontario Quebec
Ontario
No
IAFP
Corporate Financial Planning Corporate Insurance Planning Corporate Tax Planning Crossborder Planning (Canada/Other) Crossborder Planning (US/Canada) ESG & Impact Investing Estate Planning Executive Compensation Financial Planning Insurance Planning Investment Management Portfolio Management Retirement Income Planning Succession Planning Tax Planning