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Assante Financial Management Ltd.
Senior Financial Planner
Mar 08, 2022 11 months ago
CFP (Canada)
Personal Information
12894041554
Male
Oshawa
Undergraduate
Employer Information
Assante Financial Management Ltd.
Assante Financial Management Ltd.
285 Taunton Road East
104
Oshawa ON L1G 3V2
Canada
19055797777
Practice Information
Senior Financial Planner
1986
MFDA
2-5
Fee based (AUM) Fee Only - Flat Fee/Project Based Fee Only - Retainer Based Insurance Commission Banking Commission
Alberta Ontario
Estate Planning Financial Planning Insurance Planning Retirement Income Planning Succession Planning Tax Planning