Member

Tim Lew

Guelph

Kind Wealth

Verified Badge
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Tim Lew

Member Bio

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Specializations

Corporate Financial Planning
Corporate Insurance Planning
Corporate Tax Planning
ESG & Impact Investing
Estate Planning
Executive Compensation
Financial Planning
Insurance Planning
Retirement Income Planning
SRI
Succession Planning
Tax Planning

Designation(s)

CFP (Canada)
CLU

Compensation Models

% of Net Worth

Professional Associations

STEP

Education

University

Assets Under Management

Less than 10,000,000

Practice Size

26 to 50

Investment License

None

Provinces Licensed (Investment)

Ontario
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