Most often advisors will have areas of specialities based on experience and training.
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor
Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.
Investment Products Offered ?
Some advisors are able to offer different types of investment products.
Investible Asset Range: $250-500K
Years in Business: 8
I love helping Canadians make sense of their options.
I take my masters in Education add it to my CFP designation and BAM! make complex financial concepts simple.