CFP Professional with thirty years experience.
Insurance Advisor, specializing in Travel Insurance and Health and Dental Plans
Certified Financial Coach, empowering individuals in Financial management.
I am a licensed Insurance Agent, and I am also mutual fund licenced in Ontario. My practice consists of many retirees and business owners and I am often asked for advice on estate and succession planning.
I am a financial professional passionate about empowering clients.
Financial Planning
Retirement Planning
Insurance Planning
Own my own financial planning business. I am a CLU CHS and have 45 years experience of which 35 years were in sales. I think this course will definitely be a game changer when dealing with HNW clients
Administrative Coordinator/Office Manager for Cemetery and church.
Marketing background, sales, customer service, Have Board of directors experience, Health care experience, Counselling experience.
October 30th 2025 - Mississauga, ON.
6 CE Pending
For more information CLICK HERE
To Register now CLICK HERE