Overview

Joined the industry in 1996 and have the CFP and CHS designations. Experienced with Life, Disability, CI, Seg Funds, Mutual Funds & Group Insurance in both the family and small business owner markets. Live and work in Etobicoke. Looking to expand clientele within my geographic area so that I can transfer off clientele outside my immediate geographic area.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...