Professional Background:
• 21 years experience with CRA (formerly Revenue Canada)
• 5 years experience in the Financial Planning Field
• Bachelor of Arts Degree (B.A.)
• 4th Level of CGA Program
• Certified Financial Planner (FPSC)
• CSC Canadian Securities Course (CSI)
• Life Insurance, Level 1
• Mutual Fund Course (IFIC)
• Member of ADVOCIS
Home Our Services Our TeamResources Seminars Contact Us
©2010 Investment Planning Counsel ~ Last updated: Jul 2, 2010 at 1:29 PM ~ Privacy ~ Legal ~ Accessibility
Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.