Deep Enrich
Claudio Leppe
Financial Consultant
297 followers
Burlington, Ontario, Canada
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About me
CAL Financial Services (Founder)/Investment Funds Advisor
Education
Canadian Securities Institute
2006 -FMA, PFP Financial Planning and Services
McMaster University
2002 - 2006Honours Bachelor of Arts
Experience
Investors Group Financial Services Inc.
Mar 2007 - Feb 2009Financial Consultant
Scotiabank
Mar 2009 - Aug 2010Sr. PBOBMO Financial Group
Aug 2010 - Oct 2012Financial Planner.webp)
CAL Financial Services Inc (Ontario)
Jan 2013 - nowOwner/Financial PlannerFinancial servicesLife/Health insuranceGroup Benefits
Investia Financial Services INC
Nov 2014 - nowInvestment Funds Advisor
Licenses & Certifications
- View certificate
.webp)
FMA
Canadian Securities Institute (CSI)Nov 2008
- View certificate
PFP
Canadian Securities Institute (CSI)Oct 2011
Languages
- spSpanish
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