Dale Collins Cfp, Epc

Dale Collins Cfp, Epc Email and Phone Number

Owner Prosperity Planning @ Prosperity Planning
victoria, british columbia, canada
Dale Collins Cfp, Epc's Location
Victoria, British Columbia, Canada, Canada
Dale Collins Cfp, Epc's Contact Details

Dale Collins Cfp, Epc personal email

About Dale Collins Cfp, Epc

I began working in the Financial Service Industry in 1996. While working full time at Coast Capital Savings, and raising my two young daughters, I studied during the evenings and attained my Certified Financial Planning designation in December of 2005. Having been with Coast Capital Savings for over 10 years I decided to branch out on my own, I began my independent practice in late 2006. Since then I have acquired my Elder Planning Counsellor certification. I have always been committed to providing the highest quality service in all aspects of Financial Planning.Specialities: Personal Planning, Estate Planning, Life Insurance

Dale Collins Cfp, Epc's Current Company Details
Prosperity Planning

Prosperity Planning

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Owner Prosperity Planning
victoria, british columbia, canada
Website:
prosperity-planning.com
Employees:
4
Dale Collins Cfp, Epc Work Experience Details
  • Prosperity Planning
    Owner
    Prosperity Planning Nov 2005 - Present
    British Columbia, Canada
    Prosperity Planning specializes in an vast number of Financial Planning services.
    View
  • Rotary International
    Rotarian
    Rotary International Apr 2009 - Present
    British Columbia, Canada
    View
  • Coast Capital Savings
    Certified Financial Planner
    Coast Capital Savings Jun 1996 - Oct 2005
    View

Dale Collins Cfp, Epc Skills

Estate Planning Mutual Funds Investments Fixed Annuities Strategic Financial Planning Financial Planning Life Insurance Wealth Management Investment Management Financial Planners Retirement Planning Term Life Insurance Financial Services Investment Advisory Retirement Small Business Insurance Financial Advisory Investment Strategies Pensions Wealth Entrepreneurship Disability Insurance Asset Allocation Certified Financial Planner Business Planning Segregated Funds Critical Illness Long Term Care Alternative Investments Wealth Accumulation Personal Finance High Net Worth Individuals Wealth Management Services Annuities Insurance Planning Portfolio Management

Dale Collins Cfp, Epc Education Details

Frequently Asked Questions about Dale Collins Cfp, Epc

What company does Dale Collins Cfp, Epc work for?

Dale Collins Cfp, Epc works for Prosperity Planning

What is Dale Collins Cfp, Epc's role at the current company?

Dale Collins Cfp, Epc's current role is Owner Prosperity Planning.

What is Dale Collins Cfp, Epc's email address?

Dale Collins Cfp, Epc's email address is da****@****ail.com

What schools did Dale Collins Cfp, Epc attend?

Dale Collins Cfp, Epc attended Henry Wise Wood High School, Camosun College.

What skills is Dale Collins Cfp, Epc known for?

Dale Collins Cfp, Epc has skills like Estate Planning, Mutual Funds, Investments, Fixed Annuities, Strategic Financial Planning, Financial Planning, Life Insurance, Wealth Management, Investment Management, Financial Planners, Retirement Planning, Term Life Insurance.

Who are Dale Collins Cfp, Epc's colleagues?

Dale Collins Cfp, Epc's colleagues are Tahnee Deveau, Courtney Castledine, Cfp®, Chs.

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