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Join date: Nov 19, 2020
Posts (14)
Jan 2, 2025 ∙ 5 min
OMER NAEK, Pl. Fin., Senior Financial Planner, Gestion Omer Naek Inc, Montreal, Quebec
OMER NAEK “Life is constantly changing; you need a proactive Advisor who will...
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Sep 19, 2024 ∙ 8 min
PAUL WETMORE, BA, CIM, CFP, TEP Investment Advisor Portfolio Manager, CIBC Wood Gundy, Vancouver, BC
PAUL WETMORE “Complex financial solutions – simplified terms.” Investment Advisor and Portfolio Manager Paul...
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Jan 19, 2024 ∙ 7 min
KUSUM SEN, CLU, CHS, RIS, CII, Financial Planner, Desjardins Financial Security Independent Network
KUSUM SEN, Toronto, Ontario “Financial planning is more than a set of skills - it's a lifestyle.” FINANCIAL...
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APRIL POTTER
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