Edward started his career working with Sun Life of Canada, where he gained experience in employee benefits and group retirement departments. Working his way in various positions of increasing responsibility, he was able to discover ways to help clients of his own.
In 2000, Edward joined The Consulting House, where he provides financial services to business owners and high-net-worth individuals. He places a special focus on life insurance, investment portfolios, group benefits and comprehensive financial planning.
Edward has come to understand that your goals and dreams are as individual as you are. Whether you’re starting a new family, preparing for retirement, or running a business, he will work with you or your business to get a thorough understanding of your situation to be able to build the financial security plan that best fits your needs. His holistic approach and an integrated planning process will give you a customized plan that helps manage risk and bring your goals within reach.
After having graduated with his BA in Economics from York University, he has since completed, Mutual Funds Dealers Association of Canada license, the Canadian Securities Course and most recently he earned the Certified Financial Planner (CFP™) designation.
You can contact Edward at: firstname.lastname@example.org