Ed Legislador, Cfp, Cim Email & Phone Number

Canada

For INDIVIDUALS & FAMILIES:■ Investment Portfolio – building a targeted investing program to help provide funding for your unique personal goals ■ Insurance Protection – building a sensible insurance program to help protect your family’s financial future against potentially catastrophic events beyond your control ■ Retirement Savings – establishing a plan for accumulating adequate financial resources to help afford the kind of lifestyle you choose for your next stage of life ■ Retirement Income – managing retirement funds in a pragmatic manner, to help sustain your ongoing income needs while preserving your control over your hard-earned wealth■ Estate Planning – organizing an estate plan that will ultimately help make it easier for your heirs to carry out your final wishes in the event of your death

Canada

For ENTREPRENEURS & CORPORATIONS: ■ Retirement Planning - professional help for entrepreneurs, in pre-planning a prudent and tax-effective exit strategy from the business ■ Buy-Sell Funding - guidance in setting up cost-effective funding arrangements, to satisfy shareholder buy-sell agreements ■ Key Person Insurance - guidance in setting up business continuation protection, from potential loss of key contributors to the organization’s success ■ Group Benefits Planning - initial design or ongoing maintenance of a sustainable group benefit and/or group retirement program ■ Financial Education - informative financial planning lunch-and-learn programs made available to employees

Canada

registered to sell mutual funds in Alberta and Ontario

Advanced Certificate In 3H Financial Planning

Education record

Education record

Education record

Education record