Alex Rocha Certified Financial Planner
at 2829 Sherwood Heights Drive, Oakville , L6J 7R7 Canada
Proudly serving the greater GTA. Canfin Financial Group
Address and contacts of Alex Rocha Certified Financial Planner
2829 Sherwood Heights Drive
Oakville , ON L6J 7R7
Canada Email
P: 905.829.0094 ext. 506 Website
Description
Alex has worked in the financial industry since 1996 in a variety of roles including adminstrative, as well as sales and management positions. Alex is a Certified Financial Planner and has carried his appropriate licences since 2003. Alex can provide you with financial & retirement planning, education savings, budget counseling & guidance, obtain appropriate insurance, help you with your estate planning….. and more. Alex joined Canfin Financial Group in November 2005. Alex is Mutual Fund Licenced, in which clients have access to all Fund Companies, GICs, and Labour Sponsored Funds. In addition, Alex is Insurance licenced, in which all clients have access to life insurance, critical illness insurance, disability insurance, long term care insurance, mortgage insurance and segregated funds. Specialties: RESPs, Portfolio Building, Tax Planning, IPPs
Company Rating
1 Facebook users were in Alex Rocha Certified Financial Planner. It's a 482 position in Popularity Rating for companies in Local Business category in Oakville, Ontario59 FB users likes Alex Rocha Certified Financial Planner, set it to 162 position in Likes Rating for Oakville, Ontario in Local Business category
Summary
Alex Rocha Certified Financial Planner is Oakville based place and this enity listed in Financial Planning category. Located at 2829 Sherwood Heights Drive ON L6J 7R7. Contact phone number of Alex Rocha Certified Financial Planner: 905.829.0094 ext. 506
Local Business category, Oakville
Oakville , ON null Canada
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135 Lakeshore Rd. W. Oakville , ON L6K1E5 Canada