Jeff Wachman

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
Employer Information
Mississauga ON L5J 1B3
Canada
Practice Information
Fee based (AUM)
Fee Only - Flat Fee/Project Based
Fee Only - Retainer Based
Fee Only - Hourly
Alberta
British Columbia
Nova Scotia
Ontario
Quebec
Ontario
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