Deborah Mcculloch, B. Comm., Cpa, Cma, Cfp, Ris

Deborah Mcculloch, B. Comm., Cpa, Cma, Cfp, Ris Email and Phone Number

Certified Financial Planner at Compass Wealth Partners, @ Compass Wealth Partners
oshawa, ontario, canada
Deborah Mcculloch, B. Comm., Cpa, Cma, Cfp, Ris's Location
Oshawa, Ontario, Canada, Canada
About Deborah Mcculloch, B. Comm., Cpa, Cma, Cfp, Ris

Deborah Mcculloch, B. Comm., Cpa, Cma, Cfp, Ris is a Certified Financial Planner at Compass Wealth Partners, at Compass Wealth Partners.

Deborah Mcculloch, B. Comm., Cpa, Cma, Cfp, Ris's Current Company Details
Compass Wealth Partners

Compass Wealth Partners

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Certified Financial Planner at Compass Wealth Partners,
oshawa, ontario, canada
Website:
compasswealthpartners.ca
Employees:
5
Deborah Mcculloch, B. Comm., Cpa, Cma, Cfp, Ris Work Experience Details
  • Compass Wealth Partners
    Certified Financial Planner
    Compass Wealth Partners Jul 2024 - Present
    Oshawa, Ontario, Canada
    Compass Wealth Partners provides comprehensive Financial Planning advice, Insurance products through PPI and Mutual Funds through Investia Financial Services Inc.
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  • Mc Wealth Management
    Certified Financial Planner
    Mc Wealth Management Jul 2014 - Jul 2024
    Ajax, Ontario Canada
    MC Wealth Management provides comprehensive Financial Planning advice, Insurance products through National Financial Insurance Agency Inc. and Financial Horizons Group.www.mcwealthmanagement.ca
  • Money Concepts Whitby And Investia Financial Services Inc.
    Certified Financial Planner And Franchise President
    Money Concepts Whitby And Investia Financial Services Inc. May 1998 - Jun 2014
    Certified Financial Planner offering comprehensive financial plans for Individuals and Small Business owners. Also offer mutual finds provided through Money Concepts and Investial Financial Services Inc. Mutual Fund Dealer and insurance products affiliated with National Financial Insurance Agency Inc.
    View
  • Sun Life Financial
    Manager, Administration Accident & Health Reinsurance
    Sun Life Financial Sep 1991 - Mar 1998
  • Nestle S.A.
    Internal Auditor
    Nestle S.A. May 1991 - Jul 1991
    Toronto, Ontario
    Audit various factories and companies owned by Nestles.
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  • Saint John Shipbuilding
    Financial Analyst
    Saint John Shipbuilding May 1986 - Apr 1991
    Saint John, New Brunswick
    Various financial, accounting and internal auditing responsibilities for Saint John Shipbuilding regarding the Canadian Frigate Program.

Deborah Mcculloch, B. Comm., Cpa, Cma, Cfp, Ris Education Details

  • Financial Planning Standards Council
    Financial Planning Standards Council
    Certified Financial Planner
  • Canadian Association Of Accredited Mortgage Professionals
    Canadian Association Of Accredited Mortgage Professionals
    Mortgage
  • Society Of Management Accountants
    Society Of Management Accountants
    Certified Professional Accountand/Certified Management Accountant
  • Mount Allison University
    Mount Allison University
    Commerce
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Frequently Asked Questions about Deborah Mcculloch, B. Comm., Cpa, Cma, Cfp, Ris

What company does Deborah Mcculloch, B. Comm., Cpa, Cma, Cfp, Ris work for?

Deborah Mcculloch, B. Comm., Cpa, Cma, Cfp, Ris works for Compass Wealth Partners

What is Deborah Mcculloch, B. Comm., Cpa, Cma, Cfp, Ris's role at the current company?

Deborah Mcculloch, B. Comm., Cpa, Cma, Cfp, Ris's current role is Certified Financial Planner at Compass Wealth Partners,.

What schools did Deborah Mcculloch, B. Comm., Cpa, Cma, Cfp, Ris attend?

Deborah Mcculloch, B. Comm., Cpa, Cma, Cfp, Ris attended Financial Planning Standards Council, Canadian Association Of Accredited Mortgage Professionals, Society Of Management Accountants, Mount Allison University.

Who are Deborah Mcculloch, B. Comm., Cpa, Cma, Cfp, Ris's colleagues?

Deborah Mcculloch, B. Comm., Cpa, Cma, Cfp, Ris's colleagues are Stephen Musial, Emma Snider, Martina Peterson, Daniela Musial.

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