Shane Whiteside Financial Advisor Professional

Jul 31st, 2022 at 08:07 Insurance Toronto 9 views Reference: 10763

Location: Toronto

General Information

Shane Whiteside CFP -

I work closely with my clients to provide holistic financial advice drawing on my 18 years of experience and utilizing a team of experts available to me. We have advanced planning tools and strategies to fit the uniqueness of all our clients so they can achieve their life goals and monitor them together with a well documented financial plan.

Products and Services

Employee Benefit Plan,
Health Insurance,
Life Insurance,
Mortgage Insurance,
Critical Illness Insurance,
Rrsp,
- Tfsa,
- Investments,

Languages Spoken

English,

Opening Information

Monday	9:00 am - 5:00 pm
Tuesday	9:00 am - 5:00 pm
Wednesday	9:00 am - 5:00 pm
Thursday	9:00 am - 5:00 pm
Friday	9:00 am - 5:00 pm

Accepted Payment Method(s)

Visa, Master Card, American Express

Tags:

insurance

Save listing

Report abuse

When you call, Don't forget to mention PortUGo whenever you will call to user. Be safe during payment.

Seller Information

Name

Shane Whiteside Financial Advisor

Location

Toronto

Total Listing

View 2 listings

About Seller

Shane Whiteside CFP - I work closely with my clients to provide holistic financial advice drawing on my 18 years of experience and utilizing a team of experts available to me. We have advanced planning tools and strategies to fit the uniqueness of all our clients so they can achieve their life goals and monitor them together with a well documented financial plan. Products and Services Employee Benefit Plan, Health Insurance, Life Insurance, Mortgage Insurance, Critical Illness Insurance, Rrsp, Tfsa, Investments, more... less... Languages Spoken English,

Click to see