Wade has been Branch Manager of IPCBurlington.ca since April of 2007 and has been working in the financial industry since becoming a planner in September 2001. In order to best serve the needs of his clients, Wade believes in continuing education, obtaining the CFP - Certified Financial Planner - designation in 2004. Wade continues to attend conferences, and complete coursework through the Canadian Securities Institute among other organizations to continue to have current knowledge of financial markets, trends, and products available for his clientele.
Wade's primary specialty is comprehensive financial planning. Utilizing financial planning strategies, Wade creates unique plans using effective strategies to build and maintain wealth. In addition to providing comprehensive financial planning advice for individuals and businesses, Wade is a licensed insurance agent specializing in wealth transfer strategies. Wade has clients in several provinces, including Ontario, Alberta, and British Columbia.
Wade also actively volunteers with the Financial Planning Standards Council.
Find out more about CFP
Disclaimer: The information contained herein is for AB, BC, NS and ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.