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Daniel Machado

Associate ConsultantIG Wealth ManagementToronto, Ontario

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

Employee & Group Benefit Planning Tax 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

Portuguese

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

Ontario

Certification/Additional Courses ?

CPCA FPSC Level 1® Certificate

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

Mutual Fund Segregated Fund
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