
Organization / Workplace
Sovereign Wealth Mgm IncLocation
Burlington, Ontario CanadaOccupation
Certified Financial Planner, MA CFP CLU CPCA CRCIndustry
Finance / Banking / Insurance
Website
www.sovereignwealth.caAbout
Financial advisor since 1995, serving professionals, businesses, multi-generation families through career and retirement to safeguard Wealth, Lifestyle, Philanthropy, Estate. Holistic planning here begins with listening to you attentively, and then planning and securing your life goals and transitions, retirement, life income, and family estate.