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Certified Financial
2 more results for Certified Financial

Susan Mallin, CFP, CIM, Financial Planner

Toronto, Ontario, Canada
Susan has been in the investment management business for 21 years and in financial planning for 14. She knows that combining the two professional disciplines is paramount to achieving clients’ financial goals efficiently and sensibly, allowing for peace of mind.Financial Planning is the gateway to a…
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  • Products (2)

Toic Wealth Management

Windsor, Ontario, Canada
Toic Wealth Management
Zeljko (Jocko) Toic, CFP based in beautiful Kelowna, B.C. and serving Canadian Investors in British Columbia and Alberta. Registered as a Dealing Representative with Cape Cove Financial And Now Ontario Also Jocko is a Certified Financial Planner accreditation. He was trained by a large national fina…
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  • Products (11)

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