Member

Shannon Lee Simmons

New School of Finance

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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Shannon Lee Simmons

Member Bio

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Specializations

Divorce
Financial Planning
Investment Management
Retirement Income Planning
Tax Filing
Tax Planning

Designation(s)

CIM

Compensation Models

Fee Only - Flat Fee/Project Based
Fee Only - Hourly
Fee Only - Retainer Based

Professional Associations

Advocis

Education

University

Assets Under Management

Practice Size

6 to 10

Investment License

Provinces Licensed (Investment)

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