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Degrees
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Premier insurance certifications in North America, CLU; plus 2 certifications in elder planning studies, EPC and CSA; this is the future of the financial services industry, being a specialist in elder planning issues.
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My Expert Service
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If you are seeking help in building a new career, or business of your own, I can help you. With over 32 years of experience forging new territories in the specialized field of "risk management", a critical component of the financial services industry, I can help you to begin any new career that you are passionate about. If you are committed, I can help you to build your plan, and ultimately create the path you choose.
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Experience & Qualifications
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Over 32 years of experience in the financial services industry, having worked with all major Canadian Life Insurance companies as an Insurance and Estate Planning Specialist, Director, and Consultant, in addition to bank-owned and non-bank owned Investment firms as an Insurance Specialist. I also teach at the College level, all financial certification courses for licensing and practicing in elder care planning and financial certification degrees.
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Available Modes Of Communication
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email/chat
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Contact
Gold4U
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