Overview

CA, CPA, CIM Insurance and IIROC Licensed working in an independent office providing fiduciary level comprehensive financial advice with a focus on business owners. I hope to connect with a seller that is looking for a candidate with the experience and character that is suitable to take on their long-term and trusted client relationships.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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