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I have been an insurance broker since May 2010 and have acquired two designations; RRC (Registered Retirement Consultant - via CIFP) and CFP.Mainly focus on Retirement and Estate Planning.  Read more »
Area serviced: Calgary, AB; Vancouver, BC; Saskatoon, SK; Regina, SK; Toronto, ON; Moncton, NB; Edmonton, AB; Burnaby, BC; Kelowna, BC
4036184628
Kelly began his financial planning career in 1989 with Canada Life as a Career Agent.  He left Canada Life and went into practice with Ken Holliday to form H & A Financial Advisors in 1996. Kelly earned his designation as Chartered Life Underwriter… Read more »
Area serviced: Regina, SK; Avonlea, SK
3065842523
Specializing in Tax Efficient Wealth strategies with focus on registered savings and Tax Free Savings Accounts. Read more »
Area serviced: Toronto, ON
4168491317