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ericvallee
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Eric Vallee

FounderNovel Financial Inc.Toronto, Ontario

Fee-Only/Fee-For-Service Financial Planning.

This user account status is Approved

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

Retirement Income 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

English

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

Ontario

Certification/Additional Courses ?

CA CPA CPA

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