Certified Financial Planning Professional
CurrentProviding a personalized concierge & holistic approach to financial planning.
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@investorsgroup.com
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Elliot Platts Ba, Rrc, Cfp is listed as Certified Financial Planning Professional at FP Canada, a with 84 employees, based in Toronto, Ontario, Canada. AeroLeads shows a work email signal at investorsgroup.com and a matched LinkedIn profile for Elliot Platts Ba, Rrc, Cfp.
Elliot Platts Ba, Rrc, Cfp previously worked as Insurance Planning Advisor at Ppi and Investment Fund Advisor at Investia Services Financiers Inc. / Investia Financial Services Inc..
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AeroLeads found 1 current-domain work email signal for Elliot Platts Ba, Rrc, Cfp. Compare company email patterns before reaching out.
Elliot Platts Ba, Rrc, Cfp is a Certified Financial Planning Professional at FP Canada. They possess expertise in retirement planning, strategic financial planning, estate planning, finance, investments and 12 more skills. Colleagues describe them as "Elliot has consistently helped me with my global financial plan. His advice is second to none!" and "Elliot is a very diligent and hard working financial planner. He has made it extremely easy for my wife and I to navigate through the very complicated process of establishing estate planning, RESP's, life insurance, critical illness insurance, as well as RRSP's, and renewing our mortgage. He consistently goes above and beyond for us and is willing to work around our very schedules. I have no hesitation at all recommending Elliot to both family and friends alike as his knowledge… Show more"
Listed skills include Retirement Planning, Strategic Financial Planning, Estate Planning, Finance, and 13 others.
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Toronto, Canada Area
Providing a personalized concierge & holistic approach to financial planning.
Toronto, Canada Area
Providing a personalized concierge & holistic approach to insurance planning.
Toronto, Canada Area
Providing a personalized concierge & holistic approach to investment planning.
Providing a holistic & personal approach to financial planning.
Other employees you can reach at fpcanada.ca. View company contacts for 84 employees →
Paulette Anthony, Ice-Ccp
Colleague at Fp CanadaToronto, Ontario, Canada
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LM
Leigh Masters
Colleague at Fp CanadaToronto, Ontario, Canada
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LP
Liz Ptak
Colleague at Fp CanadaToronto, Ontario, Canada
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BM
Brett Millard, Cfp® Cim®
Colleague at Fp CanadaKelowna, British Columbia, Canada
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FZ
Francine Zucco
Colleague at Fp CanadaToronto, Ontario, Canada
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RH
Reed Hilton-Eddy
Colleague at Fp CanadaToronto, Ontario, Canada
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JY
Joan Yudelson
Colleague at Fp CanadaMississauga, Ontario, Canada
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GC
Gary Corriveau, Cfp
Colleague at Fp CanadaCanada
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JJ
Jack Johnson
Colleague at Fp CanadaAtlanta Metropolitan Area, United States
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CW
Carolyn Westlake
Colleague at Fp CanadaToronto, Ontario, Canada
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Quick answers generated from the profile data available on this page.
Elliot Platts Ba, Rrc, Cfp works for FP Canada.
Elliot Platts Ba, Rrc, Cfp is listed as Certified Financial Planning Professional at FP Canada.
AeroLeads has found 1 work email signal at @investorsgroup.com for Elliot Platts Ba, Rrc, Cfp at FP Canada.
Elliot Platts Ba, Rrc, Cfp is based in Toronto, Ontario, Canada while working with FP Canada.
Elliot Platts Ba, Rrc, Cfp has worked for Fp Canada, Ppi, Investia Services Financiers Inc. / Investia Financial Services Inc., and Investors Group Financial Services Inc..
Elliot Platts Ba, Rrc, Cfp's colleagues at FP Canada include Paulette Anthony, Ice-Ccp, Leigh Masters, Liz Ptak, Brett Millard, Cfp® Cim®, and Francine Zucco.
You can use AeroLeads to view verified contact signals for Elliot Platts Ba, Rrc, Cfp at FP Canada, including work email, phone, and LinkedIn data when available.
Elliot Platts Ba, Rrc, Cfp is listed with skills including Retirement Planning, Strategic Financial Planning, Estate Planning, Finance, Investments, Insurance, Mutual Funds, and Portfolio Management.
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