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harperprice
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Harper Price, CFP®, CHS, EPC

Investment and Insurance AdvisorFinancial Wealth Builders / Worldsource Securities Inc.Toronto, Ontario

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

Eldercare Resource Planning Estate Planning Insurance Planning Investment Planning Retirement Income 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.

Alberta British Columbia Ontario Quebec

Certification/Additional Courses ?

CFP® CHS™ EPC

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

Exchange Traded Fund (ETF) Guaranteed Investment Certificate (GIC) Mutual Fund Security Segregated Fund Stock
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