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CZ

Claudio Z.

President & Chief Operating Office at Financial Leadership Corp.
Intro Book
Seasoned financial leader with expertise in leadership, finance, and investments.
  • Claim this Profile
Location
Greater Toronto Area, Canada, CA
Skills
  • Leadership
  • Financial Planners
  • Accounting
  • Bonds
  • Insurance
  • Show all
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Bio

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Topline AI
Claudio Z. is a seasoned financial professional with 30+ years of experience in leadership, finance, and investments. He has held various roles, including President & COO, Controller, Professor, and Principal Owner. Claudio is a Chartered Professional Accountant (CPA), Certified Financial Planner (CFP), and holds several industry certifications.

Credentials

  • Investment Industry Regulatory Organization of Canada (IIROC)
    IIROC (Investment Industry Regulatory Organization of Canada)
    Sep, 2011
    - Jun, 2026
  • CPH® Conduct and Practices Handbook
    Canadian Securities Institute
    Jun, 2011
    - Jun, 2026
  • LLPQ
    fscom
    Jun, 2011
    - Jun, 2026
  • Canadian Securitas Certificate
    Canadian Securities Institute
    May, 2011
    - Jun, 2026
  • CERTIFIED FINANCIAL PLANNER
    Financial Planning Standards Council (FPSC)
    Aug, 1998
    - Jun, 2026
  • QuickBooks ProAdvisor
    Intuit
    Jun, 1997
    - Jun, 2026
  • Certified Professional Accountant
    ICPAO
    Dec, 1977
    - Jun, 2026

Experience

Education

  • Chartered Professional Accountants of Canada (CPA Canada)
  • 1973 - 1977
    University of Waterloo
  • Financial Planning Canada

Suggested Services

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