Keith Brown
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Personal Information
Profession
Financial Advisor
Secteur d’activité
Finance / Banking / Insurance
Site Web
www.financialconfidence.com/
À propos
Keith Brown CFP, CLU, CH.F.C, FEA, CExP™ President, Founder and Business Family Advisor Keith is a Certified Financial Planner. He holds a Chartered Life Underwriter (CLU) Designation 1988, a Chartered Financial Consultant (ChFC) Designation 1990, Certified Financial Planner (CFP) Designation 1991 and Sauder School of Business Family Enterprise Advisor FEA Designation 2012. He received his Certified Exit Planner (CExP™) Designation in 2014. Keith Brown is an Exempt Market Securities Dealer licensed to sell and provide exempt securities through Omnus Investments Ltd as a Dealing Representative.
Mots-clés
succession planning exit planning
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Seven Step Exit Planning Process™

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Personal Information
Profession
Financial Advisor
Secteur d’activité
Finance / Banking / Insurance
Site Web
www.financialconfidence.com/
À propos
Keith Brown CFP, CLU, CH.F.C, FEA, CExP™ President, Founder and Business Family Advisor Keith is a Certified Financial Planner. He holds a Chartered Life Underwriter (CLU) Designation 1988, a Chartered Financial Consultant (ChFC) Designation 1990, Certified Financial Planner (CFP) Designation 1991 and Sauder School of Business Family Enterprise Advisor FEA Designation 2012. He received his Certified Exit Planner (CExP™) Designation in 2014. Keith Brown is an Exempt Market Securities Dealer licensed to sell and provide exempt securities through Omnus Investments Ltd as a Dealing Representative.
Mots-clés
succession planning exit planning
Tout plus