Doug Leard Cfp®, Cpca Email & Phone Number
@assante.com
LinkedIn matched
Who is Doug Leard Cfp®, Cpca? Overview
A concise factual answer block for searchers comparing this professional profile.
Doug Leard Cfp®, Cpca is listed as Senior Wealth Advisor at Genea Wealth | Assante Financial Management Ltd., based in Vancouver, British Columbia, Canada. AeroLeads shows a work email signal at assante.com and a matched LinkedIn profile for Doug Leard Cfp®, Cpca.
Doug Leard Cfp®, Cpca holds Certified Executor Advisor from Canadian Institute Of Certified Executor Advisors.
Email format at Genea Wealth | Assante Financial Management Ltd.
This section adds company-level context without repeating Doug Leard Cfp®, Cpca's masked contact details.
AeroLeads found 1 current-domain work email signal for Doug Leard Cfp®, Cpca. Compare company email patterns before reaching out.
About Doug Leard Cfp®, Cpca
This material is provided for general information and is subject to change without notice. Every effort has been made to compile this material from reliable sources however no warranty can be made as to its accuracy or completeness. Commissions, trailing commissions, management fees, and expenses may all be associated with mutual fund investments. The indicated rates of return are the historical annual compounded total returns including changes in unit/share value and reinvestment of all distributions/dividends. They do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns.Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Please read the Fund Facts and consult a professional advisor for individual financial advice based on your personal circumstances before acting. The opinions expressed are those of the author and not necessarily those of Assante Financial Management Ltd. Insurance Products and Services are provided through Genea Wealth.Please visit https://www.assante.com/legal or contact Assante at 1-800-268-3200 for information with respect to important legal and regulatory disclosures relating to this notice.
Listed skills include Strategic Financial Planning, Retirement Planning, Wealth Management, Estate Planning, and 42 others.
Doug Leard Cfp®, Cpca's current company
Company context helps verify the profile and gives searchers a useful next step.
Doug Leard Cfp®, Cpca work experience
A career timeline built from the work history available for this profile.
-
Senior Wealth AdvisorHelping you achieve financial independence, navigating you through both challenges and opportunities as they arise throughout life.
Doug Leard Cfp®, Cpca education
Cpca, Health, Social And Financial Aspects Of Aging
Cfp, Financial Planning
Frequently asked questions about Doug Leard Cfp®, Cpca
Quick answers generated from the profile data available on this page.
What company does Doug Leard Cfp®, Cpca work for?
Doug Leard Cfp®, Cpca works for Genea Wealth | Assante Financial Management Ltd..
What is Doug Leard Cfp®, Cpca's role at Genea Wealth | Assante Financial Management Ltd.?
Doug Leard Cfp®, Cpca is listed as Senior Wealth Advisor at Genea Wealth | Assante Financial Management Ltd..
What is Doug Leard Cfp®, Cpca's email address?
AeroLeads has found 1 work email signal at @assante.com for Doug Leard Cfp®, Cpca at Genea Wealth | Assante Financial Management Ltd..
Where is Doug Leard Cfp®, Cpca based?
Doug Leard Cfp®, Cpca is based in Vancouver, British Columbia, Canada while working with Genea Wealth | Assante Financial Management Ltd..
What companies has Doug Leard Cfp®, Cpca worked for?
Doug Leard Cfp®, Cpca has worked for Genea Wealth | Assante Financial Management Ltd..
How can I contact Doug Leard Cfp®, Cpca?
You can use AeroLeads to view verified contact signals for Doug Leard Cfp®, Cpca at Genea Wealth | Assante Financial Management Ltd., including work email, phone, and LinkedIn data when available.
What schools did Doug Leard Cfp®, Cpca attend?
Doug Leard Cfp®, Cpca holds Certified Executor Advisor from Canadian Institute Of Certified Executor Advisors.
What skills is Doug Leard Cfp®, Cpca known for?
Doug Leard Cfp®, Cpca is listed with skills including Strategic Financial Planning, Retirement Planning, Wealth Management, Estate Planning, Insurance Planning, Financial Planning, Retirement Income Strategies, and Fixed Annuities.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial