Investors Group and LegacyTracker
6
Seguidores
Personal Information
Organización/Lugar de trabajo
Kitchener , Ontario Canada
Sector
Finance / Banking / Insurance
Sitio web
www.legacytracker.com
Acerca de
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.
Etiquetas
financial services
fintech
banking
innovation
investors group
financial plan
financial planning fpsc
pwc
accenture
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