patrick lumbers
senior financial consultant
About
Products Offered: Annuities, Mutual funds, Insurance (Life, Disability, Critical Illness) GIF (Guaranteed Investment Funds) Registerd Accounts (RRSP, RDSP, RESP, RIF, LIRA) Mortgage, Line of Credit, Loans In House Specialist: Mortgage, Loan, Securties
canada
east york
financial services
change management, wealth management, investments, retirement planning, cash management, trusts, strategic planning, segregated funds, retirement savings, financial planners, critical illness, retirement, wealth accumulation, income protection, estate planning, mutual funds, wealth, life insurance, wealth management services
Experience
senior financial consultant
investors group
executive financial consultant
investors group
As a Certified Financial Planner and Senior Advisor, I play a stratigic roll in working with you. Whether you are an individual or a business owner I will help you build financial security and independent wealth. I understand the complexities and have the knowledge of Corporate Wealth Management Strategies, Estate Planning, Investment Planning, Tax Planning and Retirement Planning.
Education
western university
geography
york university
accounting
patrick lumbers's Contact Information
Phone
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