Overview

Are you looking for someone you can trust to take care of your clients?

Are you looking to sell clients?

I am a young professional looking to increase the size of my practice in order to provide the best service possible to my clients. To prove that, I completed my CFP and joined a small firm in Stoney Creek right on the boarder of my home town of Hamilton.

I'd love to meet with you so we can be on the same page about how I can help your clients. Please contact me by email at ___ or by phone at ___-___-____ ext. 300.

Best,
Nat

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...