Brenda L. Mccrae, Ccs, Qafp Email and Phone Number
Brenda McCrae is a Wealth Advisor who has proven her ability and dedication to her clients. For 22 years, she has been helping families simplify their affairs and increase their quality of life through an integrated approach to wealth planning that includes expertise in cash flow management, investments, insurance, tax, retirement and estate planning.Brenda began her career as a Financial Service Representative in the insurance industry. Her ability to build confidence and trust with people quickly escalated her to managing her own clientele.Her disciplined approach and professionalism earned her a reputation for being financially astute and client-focused.Brenda has a background in business and believes in continually improving her education. She has earned industry designations that enhance her ability to deliver exceptional advice. Brenda has completed her CSC, CPH, WME, CCS and is a licensed insurance advisor in Ontario. Whether you would like to discuss your options or start creating your wealth plan today, Brenda will be glad to answer your questions.
Assante Capital Management Ltd.
View- Website:
- assante.com
- Employees:
- 961
-
Wealth AdvisorAssante Capital Management Ltd. Jan 2011 - Present
Brenda L. Mccrae, Ccs, Qafp Education Details
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Canadian Securities InstituteCsc, Cph, Wme -
Marketing/Sales
Frequently Asked Questions about Brenda L. Mccrae, Ccs, Qafp
What company does Brenda L. Mccrae, Ccs, Qafp work for?
Brenda L. Mccrae, Ccs, Qafp works for Assante Capital Management Ltd.
What is Brenda L. Mccrae, Ccs, Qafp's role at the current company?
Brenda L. Mccrae, Ccs, Qafp's current role is Wealth Advisor.
What schools did Brenda L. Mccrae, Ccs, Qafp attend?
Brenda L. Mccrae, Ccs, Qafp attended Canadian Securities Institute, Mohawk College.
Who are Brenda L. Mccrae, Ccs, Qafp's colleagues?
Brenda L. Mccrae, Ccs, Qafp's colleagues are Roy Olsen, Morgan Dewar, Marie France Lacasse, Lloyd Grabb, Louisa Leong, Kelsey Bimm-Conway, Teresa Yeung, Cfp®, Cim®, Fcsi®, Rrc®, Ris, Cea.
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