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Steve Dombek, B.Econ, CFP, RRC

Steve dombek, b.econ, cfp, rrc

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location of Steve Dombek, B.Econ, CFP, RRCSudbury, Ontario, Canada
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  • Timeline

  • About me

    Financial Planning | Small Business Planning | Estate Planning | Tax Planning

  • Education

    • Social network training

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    • Initial school

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    • Canadian institute of certified executor advisors

      2013 - 2013
      Certified executor advisor estate planning

      We will provide you with a snapshot of your Net Worth Statement including all financial accounts, insurance policies, assets and liabilities.It is presented to you for your executor in a personal binder that will hold all of the financial documents required by your chosen executor. The Net Worth statement can be used by your “will preparer” as a guideline for designing the will.Your executor can consult with us for advice and direction.

    • Le cordon bleu

      1989 - 1990
      Grande diplome culinary

    • Laurentian university/université laurentienne

      1985 - 1988
      Ba (econ) economics

  • Experience

    • Ig wealth management

      Nov 1993 - now
      Certified financial planner

      Investors Group Financial Services Inc. What should you expect from us as your IG Wealth Management Consultants?To begin with, you deserve professionals who can understand your needs. We take a proactive interest in helping you achieve your most important financial goals. With the support of a wide range of highly qualified financial experts in investment, tax and retirement planning at IG, we'll help you keep abreast of increasing changes in the financial services industry.We're dedicated to working with you to help ensure you achieve your financial goals. Working with us, you can be confident you'll have the necessary in-depth information you need to make your most important investment decisions. Show less

  • Licenses & Certifications

    • Certified financial planner designation

      Fp canada

    • Certified executor advisor

      Canadian institute of certified executor advisors (cicea)