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
Tout plus
Présentations
(2)Documents
(3)J’aime
(39)Pitch Deck Template for startups
Malcolm Lewis
•
il y a 9 ans
(MBASkills.IN) 10 Ways to Have Better Conversation
Sameer Mathur
•
il y a 8 ans
Housing Older Canadians Presentation - Sept 2015
Marian Leslie
•
il y a 8 ans
VisitAble Housing Sept. 2015
Marian Leslie
•
il y a 8 ans
Financial Planning Coalition: A Matter of Trust
Financial Planning Standards Council
•
il y a 8 ans
Standards of professional Responsibility
Financial Planning Standards Council
•
il y a 8 ans
Putnam Investment's 2015 Financial Advisors and Social Media Survey
Putnam Investments
•
il y a 8 ans
2015 Banking Trends
MX
•
il y a 9 ans
26 Time Management Hacks I Wish I'd Known at 20
Étienne Garbugli
•
il y a 11 ans
How to create your Minimum Viable Product - Raff Paquin
Raff Paquin
•
il y a 9 ans
The slide deck we used to raise half a million dollars
Buffer
•
il y a 10 ans
25 Disruptive Technology Trends 2015 - 2016
Brian Solis
•
il y a 9 ans
Actionable Customer Development
Andreas Klinger
•
il y a 11 ans
Startup Metrics for Pirates
Dave McClure
•
il y a 16 ans
I'm out of the buiding, now what?
Lane Goldstone
•
il y a 13 ans
Who Wants to be a FinTech Millionaire
Brett King
•
il y a 9 ans
The Lean Startup - Visual Summary
Brett Suddreth
•
il y a 12 ans
The Lean Startup
Venture Hacks
•
il y a 15 ans
Startup CFO - Why Your Startup Will Succeed
Mark MacLeod
•
il y a 15 ans
MY DIGITAL BANKING NIRVANA - JIM MAROUS
Jim Marous
•
il y a 10 ans
Inspiration For Innovation: Considerations For Financial Application Design
Backbase
•
il y a 11 ans
10 Key Trends From the Banking Trenches
Backbase
•
il y a 12 ans
Banking on Digital: Innovation in Financial Services
Backbase
•
il y a 10 ans
MoneyDesktop Business Case
MX
•
il y a 9 ans
MVP Design Hacks: Rocket Fuel for Lean Teams
Amy Jo Kim
•
il y a 9 ans
Storytelling in a Digital World
Powered by Search
•
il y a 9 ans
Digital Banking Trends in 2014
Backbase
•
il y a 10 ans
5 Lessons For Entrepreneurs
Ian Lurie
•
il y a 9 ans
How to Make a Killer Landing Page #INBOUND13
HubSpot
•
il y a 10 ans
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
Tout plus