certified financial planner at freedom 55 financial@ Freedom 55 Financial
Toronto, Ontario, Canada
Jim Fletcher
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Mohawk College
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FlashIntel GPTJim Fletcher is a highly experienced Certified Financial Planner with 34.3 years of work experience. He specializes in group benefit plans, retirement planning, insurance, and strategic financial planning. Based in Canada-Ontario-Toronto, Jim currently works at Freedom 55 Financial. Prior to this, he worked at TD as a Loan Manager. With a strong background in wealth management and investment strategies, Jim is skilled in various aspects of the financial industry.
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About
Certified Financial Planner at Freedom 55 Financial
Work Experience
certified financial planner at freedom 55 financial
Financial Services
Jim Fletcher's Professional Milestones
- certified financial planner at freedom 55 financial (1993-08-01~): Developed cutting-edge financial planning strategies, maximizing profitability and client satisfaction.
- Loan Manager (1989-06-01~1993-08-01): Developed cost-effective loan management strategies for clients, improving financial performance and enhancing overall profitability.
Education
Banking,
Corporate Finance,
Business,
Law
1986-1989Skill
Group Benefit Plans
Retirement Planning
Insurance
Strategic Financial Planning
Wealth Management
Mutual Funds
Retirement
Estate Planning
Disability Insurance
Critical Illness
Financial Planners
Investments
Wealth
Mortgage Lending
Investment Strategies
Certification
Colleagues
Other Named Jim Fletcher
Frequently asked questions
We found 2 Jim Fletcher's email addresses
Jim Fletcher's social media include: Linkedin,
Jim Fletcher works for Freedom 55 Financial
Jim Fletcher's role in Freedom 55 Financial is certified financial planner at freedom 55 financial
Jim Fletcher works in the industry of Financial Services
Jim Fletcher's colleagues are Gord Bartley,Alia Rausch,Cory Olafson
Jim Fletcher's latest job experience is certified financial planner at freedom 55 financial at Freedom 55 Financial
Jim Fletcher's latest education in Mohawk College
