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Jamshid Ameri, Rrc
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English -
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Italian -
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Persian -
- Retirement Planning
- Investments
- Mutual Funds
- Retirement
- Estate Planning
- Show all
Bio
Credentials
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REGISTERED RETIREMENT CONSULTANT
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Experience
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Investment&Retirement Planner
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2008 - Present
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GTA
I help my clients define their financial dreams in an objective manner and develop a plan that puts them on track to achieve their goals. I recommend comprehensive approach to financial planning taking into account cash management, pension plans (both personal and employers), Insurance, education fund, investments, retirements, debt management, estate planning and tax efficient income strategies for those in retirement. A full 360-degree perspective is required to ensure that success in one area does not conflict with another,As an independent advisor, I am able to provide unbiased and best breeds of products/services from major banks and financial institutions in Canada.My association with canfin allows me to be one source for multiple services. I can facilitate access to in house specialists, such as: Tax Preparer. Business Consultant Mortgage Specialist
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Education
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Canadian Institute of Financial Planners
RRC, (Registered Retirement Consultant) -
Canadian Security Institute
Investment in securities -
FSCO
Life Insurance Licensed -
The Investment Funds Institute of Canada
Mutual Funds -
seneca college
International Trade
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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