Elliot Platts Ba, Rrc, Cfp Email and Phone Number
Elliot Platts Ba, Rrc, Cfp work email
- Valid
Elliot Platts Ba, Rrc, Cfp personal email
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"
Fp Canada
View- Website:
- fpcanada.ca
- Employees:
- 84
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Certified Financial Planning ProfessionalFp Canada Dec 2009 - PresentToronto, Canada AreaProviding a personalized concierge & holistic approach to financial planning. -
Insurance Planning AdvisorPpi Nov 2018 - PresentToronto, Canada AreaProviding a personalized concierge & holistic approach to insurance planning. -
Investment Fund AdvisorInvestia Services Financiers Inc. / Investia Financial Services Inc. Nov 2018 - PresentToronto, Canada AreaProviding a personalized concierge & holistic approach to investment planning. -
Financial ConsultantInvestors Group Financial Services Inc. 2002 - 2018Providing a holistic & personal approach to financial planning.
Elliot Platts Ba, Rrc, Cfp Skills
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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