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