Personal Information
Unternehmen/Arbeitsplatz
Kitchener , Ontario Canada
Branche
Finance / Banking / Insurance
Webseite
www.legacytracker.com
Info
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.
Tags
financial services
fintech
banking
innovation
investors group
financial plan
financial planning fpsc
pwc
accenture
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Präsentationen
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(3)Gefällt mir
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Personal Information
Unternehmen/Arbeitsplatz
Kitchener , Ontario Canada
Branche
Finance / Banking / Insurance
Webseite
www.legacytracker.com
Info
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.
Tags
financial services
fintech
banking
innovation
investors group
financial plan
financial planning fpsc
pwc
accenture
Mehr anzeigen