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Denis J Bisson | Portfolio Manager / Certified Financial Planner | Burlington
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Denis J Bisson | Portfolio Manager / Certified Financial Planner | Burlington
Denis J Bisson

Portfolio Manager / Certified Financial PlannerRaintree Wealth MgtBurlington, Ontario

As a portfolio manager and certified financial planner, I help those who are beginning to think about their life after work, if they have saved enough to call it quits, and how much will remain after they pass for their beneficiaries. (after taxes)

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

Estate Planning Insurance Planning Investment Planning Retirement Income Planning Estate 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 French

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

British Columbia Ontario

Certification/Additional Courses ?
See our glossary of certifications at https://advisorsavvy.com/glossary-financial-certifications/

CFP® CIM® TEP

About Denis J

Investible Asset Range: Not applicable

Years in Business: 9

Fee-based: Mixed

As a portfolio manager and certified financial planner, I help those who are beginning to think about their life after work, if they have saved enough to call it quits, and how much will remain after they pass for their beneficiaries. (after taxes)

Raintree Wealth Mgt

Remote

Burlington
Ontario
Canada
L7T 2Y2

9052200154

denisj.bisson@gmail.com

https://raintreewm.com/

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