Investors Group and LegacyTracker
6
Abonné
Personal Information
Entreprise/Lieu de travail
Kitchener , Ontario Canada
Secteur d’activité
Finance / Banking / Insurance
Site Web
www.legacytracker.com
À propos
I’m on a mission to help improve the financial well-being and financial peace of mind for individuals and their families. Life is busy and can get complex. My background as an accountant for 25 years and certified financial planner for 15 years provides the expertise needed to help people get out of debt, save tax, protect their family and map out a plan to meet their financial goals generally.
Mots-clés
financial services
fintech
banking
innovation
investors group
financial plan
financial planning fpsc
pwc
accenture
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