James Loo, Cfp

James Loo, Cfp Email and Phone Number

Financial Planner at Torce Financial Group Inc @ Keybase Financial Group
richmond hill, ontario, canada
James Loo, Cfp's Location
Markham, Ontario, Canada, Canada
James Loo, Cfp's Contact Details

James Loo, Cfp work email

James Loo, Cfp personal email

n/a
About James Loo, Cfp

As a certified financial planner with over 20 years of industry experience, I look forward to the opportunity of creating a wealth strategy that works for you.Mutual Funds, Segregated Funds, GICs, Limited Partnerships, RESP's, RRSP'sCompany Group RRSP's, Company Group Insurance, Critical Insurance, Life Insurance,

James Loo, Cfp's Current Company Details
Keybase Financial Group

Keybase Financial Group

View
Financial Planner at Torce Financial Group Inc
richmond hill, ontario, canada
Website:
keybase.com
Employees:
145
James Loo, Cfp Work Experience Details
  • Torce Financial Group Inc
    Financial Planner
    Torce Financial Group Inc Oct 2016 - Present
    625 Cochrane Drive, Suite 600. Markham, On L3R 9R9
    Life insuranceDisability insuranceCritical Illness insuranceLong term care insurancesegregated funds
  • Keybase Financial Group
    Financial Advisor
    Keybase Financial Group Dec 2003 - Present
    2040 Lawrence Ave East, Toronto, On M1R 2Z3
    Building Personal Wealth for over 20 years
    View
  • Ppi Solutions Inc.
    Insurance Agent
    Ppi Solutions Inc. May 2011 - Present
    Toronto, Canada Area
    Providing access to a full range of products (life, disability, critical illness, long term care and annuities) to meet client needs.
  • Associum
    Insurance Agent
    Associum Jan 2013 - Present
    Providing Group Plan coverage for all your employees (Health/Dental)
  • Dominion Lending Centres Inc
    Mortgage Agent
    Dominion Lending Centres Inc Jan 2011 - Present
    Finding you the best mortgage terms, rates, and unbiased advice. Working with over 230 banks, credit unions and trust companies.
    View
  • Dundee Securities
    Financial Planner
    Dundee Securities Jan 1998 - Dec 2003
    View
  • Canada Life Assurance Co
    Financial Advisor
    Canada Life Assurance Co Jan 1996 - Jan 1998
    North York
    View
  • The Mutual Group
    Insurance Advisor
    The Mutual Group Jan 1995 - Dec 1995
    North York

James Loo, Cfp Skills

Retirement Planning Finance Wealth Management Investments Financial Planning Strategic Financial Planning Retirement Mutual Funds Investment Advisory Estate Planning Financial Planners Life Insurance

James Loo, Cfp Education Details

Frequently Asked Questions about James Loo, Cfp

What company does James Loo, Cfp work for?

James Loo, Cfp works for Keybase Financial Group

What is James Loo, Cfp's role at the current company?

James Loo, Cfp's current role is Financial Planner at Torce Financial Group Inc.

What is James Loo, Cfp's email address?

James Loo, Cfp's email address is jl****@****ase.com

What schools did James Loo, Cfp attend?

James Loo, Cfp attended Ryerson University.

What skills is James Loo, Cfp known for?

James Loo, Cfp has skills like Retirement Planning, Finance, Wealth Management, Investments, Financial Planning, Strategic Financial Planning, Retirement, Mutual Funds, Investment Advisory, Estate Planning, Financial Planners, Life Insurance.

Who are James Loo, Cfp's colleagues?

James Loo, Cfp's colleagues are Baseer M Haqqani, R.w. (Bob) Derkach, Vera Archer, Byron Daues, Donald Hayes, Maida Kellgren, Tej Singh.

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