BA (Econ.), MBA, CFP, CEA
Investment & Financial Planner
Certified Executor Advisor. Working in financial services since 1977, including estate and trust administration, financial planning analysis, mutual fund management, and speciality in mutual fund investing and wealth management programs.
Assante Capital Management Ltd.
1752 Ocean Park Road
FP Canada, Canadian Institute of Certified Executor Advisors
Member since: 1997