fbpx Brian Shumak | Advisorsavvy
Change your cover photo
brian.shumak b.sc. clu cfp chs cfds tep
Change your cover photo
Brian Shumak

PresidentBrian Shumak Financial ServicesOntario, Ontario

We have been working with individuals and corporations for over thirty years specializing in comprehensive plans addressing everything from cash flow planning through insurance and investments to legal and estate planning

This user account status is Approved

Specialties ?
Most often advisors will have areas of specialities based on experience and training.

Insurance Planning Investment Planning

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Financial Planner

Languages ?
Advisors will sometimes have proficiency in languages other than English and French

English

Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.

British Columbia Ontario

Certification/Additional Courses ?

CFDS CFP® CHS™ CLU® EPC

Investment Products Offered ?
Some advisors are able to offer different types of investment products.

Annuity Guaranteed Investment Certificate (GIC) Segregated Fund Private Equity
Subscribe now and get 12 Smart Questions Everyone Should Ask Their Financial Advisor