Sentences with phrase «senior financial advisor»

He is currently working as senior financial advisor for home equity loans, guaranteed personal loans and term life insurance.

Chris Horan is a Registered Financial Planner and senior financial advisor with Assante Capital Management Ltd., in Toronto.

Don't wait until the very last minute to make sure you are prepared, says Michael H. Milarski, a partner and senior financial advisor with Signature Financial Planning.

You'll receive a high level of personal attention from a senior financial advisor, who's a Certified Financial Planner ™ professional.

You'll get the benefit of a senior financial advisor, a customized financial plan, ongoing portfolio management, and more — all for an annual cost of no more than 0.30 % of your assets under management.

«Thirty years ago, someone else took care of it for you,» says Kurt Rosentreter, a senior financial advisor at Manulife Securities.

Kurt Rosentreter is a senior financial advisor with Manulife Securities adds that if once you take money out of your TFSA you won't be able to re-contribute back to the TFSA until the following year.

If you're retired, try to have 12 months of living expenses saved,» said Bryan Lewis, a senior financial advisor in Vanguard Personal Advisor Services ®.

Financial Advisor through a combination of fine - tuned financial planning skills, partnerships with Senior Financial Advisors, and leveraging innovative tools and technology to better assist them in growing their practices.