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Eduardo Chacin

Financial Planning SpecialistCIBCToronto, Ontario

I work with CIBC Wood Gundy investment advisors and deliver comprehensive financial plans for our clients.

The process starts with a conversation around your goals and a thorough evaluation of your investments, taxes, insurance, philanthropy and estate goals. We then implement your plan and establish periodic reviews.

I hold credentials seen as gold standards and a proven track record of client success.

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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.

Ontario

Certification/Additional Courses ?

CFP® CIM® PFP®

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

I don't sell financial products
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