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Josh Kuczak | Financial Coach | Toronto
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Josh Kuczak

Financial CoachJosh Kuczak Financial CoachingToronto, Ontario

Josh Kuczak provides financial coaching and analysis for individuals looking to improve their financial circumstances in the Toronto area. Josh helps people discover their goals, plan for their finances, and implement a strategy designed to achieve their goals in a tax-efficient, growth-oriented manner.

Josh is an experienced investment professional in the financial services industry licensed in Canada with IIROC, assisting investors in making sound investment decisions focused on their financial goals. He is well equipped to provide strategic solutions to personal situations of varying complexity.

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

Business Owners Investment Planning

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Financial Coach

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 ?

CIM®

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

Annuity Canada Savings Bond (CSB) Exchange Traded Fund (ETF) Guaranteed Investment Certificate (GIC) Stock

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