Elliot Platts Ba, Rrc, Cfp

Elliot Platts Ba, Rrc, Cfp Email and Phone Number

Certified Financial Planner @ FP Canada
toronto, ontario, canada
Elliot Platts Ba, Rrc, Cfp's Location
Toronto, Ontario, Canada, Canada
Elliot Platts Ba, Rrc, Cfp's Contact Details

Elliot Platts Ba, Rrc, Cfp work email

Elliot Platts Ba, Rrc, Cfp personal email

n/a
About Elliot Platts Ba, Rrc, Cfp

Elliot Platts Ba, Rrc, Cfp is a Certified Financial Planner 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"

Elliot Platts Ba, Rrc, Cfp's Current Company Details
FP Canada

Fp Canada

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Certified Financial Planner
toronto, ontario, canada
Website:
fpcanada.ca
Employees:
84
Elliot Platts Ba, Rrc, Cfp Work Experience Details
  • Fp Canada
    Certified Financial Planning Professional
    Fp Canada Dec 2009 - Present
    Toronto, Canada Area
    Providing a personalized concierge & holistic approach to financial planning.
  • Ppi
    Insurance Planning Advisor
    Ppi Nov 2018 - Present
    Toronto, Canada Area
    Providing a personalized concierge & holistic approach to insurance planning.
  • Investia Services Financiers Inc. / Investia Financial Services Inc.
    Investment Fund Advisor
    Investia Services Financiers Inc. / Investia Financial Services Inc. Nov 2018 - Present
    Toronto, Canada Area
    Providing a personalized concierge & holistic approach to investment planning.
  • Investors Group Financial Services Inc.
    Financial Consultant
    Investors Group Financial Services Inc. 2002 - 2018
    Providing a holistic & personal approach to financial planning.

Elliot Platts Ba, Rrc, Cfp Skills

Retirement Planning Strategic Financial Planning Estate Planning Finance Investments Insurance Mutual Funds Portfolio Management Investment Strategies Wealth Management Analysis Life Insurance Business Planning Financial Services Small Business Mergers And Acquisitions Financial Planning

Frequently Asked Questions about Elliot Platts Ba, Rrc, Cfp

What company does Elliot Platts Ba, Rrc, Cfp work for?

Elliot Platts Ba, Rrc, Cfp works for Fp Canada

What is Elliot Platts Ba, Rrc, Cfp's role at the current company?

Elliot Platts Ba, Rrc, Cfp's current role is Certified Financial Planner.

What is Elliot Platts Ba, Rrc, Cfp's email address?

Elliot Platts Ba, Rrc, Cfp's email address is el****@****oup.com

What skills is Elliot Platts Ba, Rrc, Cfp known for?

Elliot Platts Ba, Rrc, Cfp has skills like Retirement Planning, Strategic Financial Planning, Estate Planning, Finance, Investments, Insurance, Mutual Funds, Portfolio Management, Investment Strategies, Wealth Management, Analysis, Life Insurance.

Who are Elliot Platts Ba, Rrc, Cfp's colleagues?

Elliot Platts Ba, Rrc, Cfp's colleagues are Susie De Andrade, Hellen Kountouros, Jack Johnson, Heidi Evans, Mdm, Financial Planning Standards Council, Leigh Masters, Leona O'connor Clarke.

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