Edward Sabat, Cfp

Edward Sabat, Cfp Email and Phone Number

Certified Financial Planner, Pension & Benefits Consultant @ The Consulting House Inc.
toronto, ontario, canada
Edward Sabat, Cfp's Location
Canada, Canada
Edward Sabat, Cfp's Contact Details

Edward Sabat, Cfp personal email

n/a
About Edward Sabat, Cfp

Experience, Integrity and Trust. The qualities that you desire in your advisor.Since 2000, I have been committed and focused on one thing – my clients and how can I help them, their family and their business. With the support of a highly-qualified team, in-depth market research and comprehensive analysis, we provide business owners, executives and professionals with the answers they need to make informed, confident decisions on their businesses and personal financial plans.Our passion for educating clients and placing their needs above all else is the key driver of our success.We look forward to helping you.

Edward Sabat, Cfp's Current Company Details
The Consulting House Inc.

The Consulting House Inc.

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Certified Financial Planner, Pension & Benefits Consultant
toronto, ontario, canada
Website:
consultinghouse.com
Employees:
8
Edward Sabat, Cfp Work Experience Details
  • The Consulting House Inc.
    Senior Pension And Benefits Consultant
    The Consulting House Inc. Nov 2000 - Present
    Toronto, Ontario
    Our mission at the The Consulting House is to provide our clients with the most comprehensive and thorough employee benefits consulting services in the industry. Our approach is to enhance our clients’ benefits and retirement programs while, at the same time, providing them immediate and sustainable savings.We provide our clients with the power and convenience of having an Expert and Trusted Benefits Advisor on call when needed without having to pay the excessive fees normally charged by other consulting firms. We have been doing this since 1985.We work closely with you to develop a thorough and comprehensive understanding of your corporate mission and objectives for your programs, the challenges that you face and improvements you would like to implement. With this understanding firmly in place, only then do we recommend strategies and solutions to address areas of concern or to facilitate positive change and improvement. We will work with you to ensure that we have exceeded your expectations and delivered their best results possible.
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  • Summit Wealth Advisory Group Inc.
    Certified Financial Planner & Investment Representative
    Summit Wealth Advisory Group Inc. Apr 2001 - Present
    Toronto, Ontario
    After having graduated with a BA in Economics from York University, Edward has since completed, the Mutual Funds Dealers Association of Canada license, the Canadian Securities Course and earned the Certified Financial Planner (CFP™) designation.Edward started his career working with Sun Life of Canada, where he gained experience in employee benefits and group retirement. Edward provides financial services to business owners and high-net-worth individuals.Through comprehensive analysis, in-depth market research and the support of tax experts, every aspect of the plan is addressed. Utilizing a holistic approach and an integrated planning process, Edward works closely with his clients to create a customized financial plan that helps manage risk and helps achieve their goals.
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  • Sun Life Financial
    Customer Service
    Sun Life Financial Jan 1993 - Dec 2000
    Pension and benefit administration and customer service.
    View

Edward Sabat, Cfp Skills

Retirement Planning Retirement Investments Estate Planning Pensions Segregated Funds Investment Strategies Mutual Funds Employee Benefits Insurance Critical Illness Personal Finance Financial Planners Financial Planning Disability Insurance Financial Advisory Wealth Management Wealth Investment Advisory Fixed Annuities Key Person Insurance Insurance Strategies Annuities Inheritance Tax Planning Insurance Planning Long Term Care Benefits Savings Wealth Accumulation Asset Allocation Financial Advice Income Protection Wealth Transfer Group Benefits Retirement Income Strategies Asset Management Finance

Edward Sabat, Cfp Education Details

Frequently Asked Questions about Edward Sabat, Cfp

What company does Edward Sabat, Cfp work for?

Edward Sabat, Cfp works for The Consulting House Inc.

What is Edward Sabat, Cfp's role at the current company?

Edward Sabat, Cfp's current role is Certified Financial Planner, Pension & Benefits Consultant.

What is Edward Sabat, Cfp's email address?

Edward Sabat, Cfp's email address is ed****@****alth.ca

What schools did Edward Sabat, Cfp attend?

Edward Sabat, Cfp attended York University, Brebeuf College.

What are some of Edward Sabat, Cfp's interests?

Edward Sabat, Cfp has interest in Hockey, Soccer And Sports In General.

What skills is Edward Sabat, Cfp known for?

Edward Sabat, Cfp has skills like Retirement Planning, Retirement, Investments, Estate Planning, Pensions, Segregated Funds, Investment Strategies, Mutual Funds, Employee Benefits, Insurance, Critical Illness, Personal Finance.

Who are Edward Sabat, Cfp's colleagues?

Edward Sabat, Cfp's colleagues are Nancy Botelho, Adebola Adekanye, Sarah Mark, M.sc., Simon Sabat, Allan Sabat, Gba, Seleste Estrada Orrego, Nancy Sabat.

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