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Sun Life - Retired
Financial Planner
Jun 18, 2020 one year ago
CPA RFP TEP
Bio
Have authored a book on Financial Planning called "Seven Stages of Planning - A Financial Tale" targeted to average Canadian Family. Mainly for Advisors for distribution to their clients. Website for more information:
Personal Information
4168318899
Male
Masters
Employer Information
Sun Life - Retired
ON Canada
Practice Information
Financial Planner
Advocis Local Estate Planning Counsel STEP
Corporate Financial Planning Corporate Insurance Planning Corporate Tax Planning Estate Planning Financial Planning Insurance Planning Retirement Income Planning Succession Planning Tax Planning