Personal Information
Organization / Workplace
Toronto, Canada Area, ON Canada
Occupation
Helping Families & Professionals Achieve Financial Freedom & Grow Wealth Across Generations | Award-Winning Professor
Industry
Finance / Banking / Insurance
Website
www.mirfp.com
About
I help my clients save, protect and grow their money.
Most financial advisors help people make better decisions about their money and their lives. But what I do is help families build and keep their wealth over generations by providing clients with a robust and customized plan. This includes wealth management, retirement planning, estate planning, tax planning and insurance planning for professionals, businesses and families.
As an independent Financial Advisor, I am able to provide an unbiased perspective and source the optimal product for my clients' needs from over 40 companies, including all the major banks, insurance and mutual fund companies. I provide complimentary financial pla...
Tags
branding on social media
brand management
branding
social media marketing
personal branding
See more
Presentations
(3)Likes
(7)14.15 FundForumMILLENNIALS
Brian Byrne
•
7 years ago
OmniChannel Retail Best Practices for Brands and Retailers
Stephany Gochuico
•
9 years ago
Ideal Brand Plan
Beloved Brands Inc.
•
9 years ago
Creating a beloved brand
Beloved Brands Inc.
•
11 years ago
How to Use LinkedIn for Business-Ebook
Sorin Magureanu
•
11 years ago
Personal Branding Workshop
Beloved Brands Inc.
•
9 years ago
Sales 2.0: Is Your Sales Force Ready for the Digital Age?
James Burnes
•
15 years ago
Personal Information
Organization / Workplace
Toronto, Canada Area, ON Canada
Occupation
Helping Families & Professionals Achieve Financial Freedom & Grow Wealth Across Generations | Award-Winning Professor
Industry
Finance / Banking / Insurance
Website
www.mirfp.com
About
I help my clients save, protect and grow their money.
Most financial advisors help people make better decisions about their money and their lives. But what I do is help families build and keep their wealth over generations by providing clients with a robust and customized plan. This includes wealth management, retirement planning, estate planning, tax planning and insurance planning for professionals, businesses and families.
As an independent Financial Advisor, I am able to provide an unbiased perspective and source the optimal product for my clients' needs from over 40 companies, including all the major banks, insurance and mutual fund companies. I provide complimentary financial pla...
Tags
branding on social media
brand management
branding
social media marketing
personal branding
See more