Member

Jorn Lewis

Ottawa

Tradex Management Inc.

Verified Badge
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Jorn Lewis

Member Bio

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I help public servants and their families achieve their financial goals and aspirations.

Specializations

Financial Planning
Investment Management
Portfolio Management
Retirement Income Planning
Tax Planning

Designation(s)

CFP (Canada)

Compensation Models

Fee based (AUM)

Professional Associations

No items found.

Education

University

Assets Under Management

Practice Size

11 to 25

Investment License

Mutual Fund

Provinces Licensed (Investment)

Ontario
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