Member

Alison Stafford

Burnaby, BC

Verified Badge
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Alison Stafford

Member Bio

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Alison is a Certified Financial Planner who is a paraplanner with Money Coaches Canada. She helps our coaches develop cash flow plans, retirement projections and detailed action steps that meet our clients where they are today and guides them towards the life they want. Alison believes that developing a financial plan is an ongoing process. She enjoys being an ally and resource to our coaches as we help our clients reach their goals.

Specializations

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Designation(s)

CFP (Canada)

Compensation Models

Fee Only - Flat Fee/Project Based

Professional Associations

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Education

College

Assets Under Management

Practice Size

1

Investment License

None

Provinces Licensed (Investment)

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