West Island Financial Planning Services
A financial planner, financial advisor, estate planner, financial investor is a practicing professional who helps people deal with various personal financial issues through proper planning, which includes but is not limited to these major areas: cash flow management, education planning, retirement planning, investment planning, risk management, insurance planning, tax planning, estate planning and business succession planning for business owners.
Certified Financial Planners are licensed through the FPSC in Canada and is the only designation that is recognized internationally. Financial planners who have earned the CFP designation adhere to a rigorous set of uniform and relevant standards.
CFP professionals work in every segment of the financial services industry; they can be found in banks, credit unions, insurance companies, investment firms and small and large financial groups.
CLICK ON THE LOGOS IN THE LISTINGS TO SEE THEIR ADS
If you are calling about a listing in this website, please make a point of mentioning that you saw it in thewestisland.ca