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Scott Cordier

CFP, CLU, CCSEquity Associates and IDC WorldsourcePickering, Ontario

Let me teach you how money really works. I will teach you how and why the Government and Financial Institutions have taught us to think about money for their benefit not ours. I will help you answer the four most important Financial questions. I will focus on where you are losing money in the five areas of wealth transfers and explain why RRSPs may not be the right choice for your retirement. Ask yourself this question: If what you thought to be true about money, mortgages, taxes and RRSPs turned out not to be true, how quickly would you want to know?

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

Employee & Group Benefit Planning Estate Planning Family Business Planning Insurance Planning Investment Planning Legacy & Philanthropic Planning Retirement Income Planning Tax Planning

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

Financial Coach 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 Ontario

Certification/Additional Courses ?

CFP® CLU®

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

Annuity Bond Exchange Traded Fund (ETF) Guaranteed Investment Certificate (GIC) Mutual Fund Segregated Fund Treasury Bill (T-Bill)

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