BDO CanadaAssociate Wealth Advisor
Jun. 2019 - Nov. 2024Canada, LondonWorked with high network clients on financial plans using knowledge of tax and investment strategies, securities, insurance, business transition planning, corporations, pension plans, estate planning, Wills, POAs and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.