Caitlin Buchko, CFP

Certified Financial Planner at Educators Financial Group
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Contact Information
us****@****om
(386) 825-5501
Location
London, Canada Metropolitan Area, CA

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Bio

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Credentials

  • Certified Financial Planner
    Financial Planning Standards Council (FPSC)
    Jan, 2018
    - Oct, 2024
  • RFRA® Registered Financial and Retirement Advisor
    Canadian Institute of Financial Planning
    Nov, 2016
    - Oct, 2024
  • Registered Retirement Consultant (“RRC®”)
    CIFP Canadian Institute of Financial Planning
    Oct, 2016
    - Oct, 2024
  • Investment Funds In Canada
    Canadian Securities Institute (CSI)
    Feb, 2011
    - Oct, 2024
  • Certificate in Financial Services Advice
    Canadian Securities Institute (CSI)

Experience

    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Certified Financial Planner
      • May 2018 - Present

    • United States
    • Investment Banking
    • Certified Financial Planner
      • Oct 2017 - May 2018

    • Canada
    • Automotive
    • 1 - 100 Employee
    • Financial Services Manager
      • Nov 2016 - Oct 2017

    • Canada
    • Banking
    • 700 & Above Employee
    • Senior Financial Advisor
      • May 2013 - Nov 2016

    • Pakistan
    • Technology, Information and Media
    • 1 - 100 Employee
    • Financial Service Representative
      • Aug 2010 - May 2013

Community

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