2016 -2019 Certified Financial Planner @ Money Advisors Inc.
2013 -2016 Financial Advisor @ Money Advisors Inc.
2011 -2013 Financial Advisor @
2000 -2011 Tennis Teaching Professional @ self-employed
Adrian Frei Education
University of Ottawa / Université d'Ottawa
Bachelor of Arts (BA) (Journalism)
The Canadian Institute of Financial Planning
Algonquin College of Applied Arts and Technology
Diploma (Journalism)
The Canadian Institute of Financial Planning
Income Tax Planning Course
Financial Services Commision of Ontario
Strategic Investment Planning Course
The Investment Funds Institute of Canada
Registered Retirement Consultant (RRC)
Financial Planning Standards Council
Life Licence Qualification Program (LLQP)
Real Estate and Mortgage Institute of Canada Inc.
Adrian Frei Skills
Retirement Planning
Estate Planning
Insurance
Investments
Taxation
Wealth Management
Disability Insurance
Critical Illness
Pensions
Risk Management
Mutual Funds
Asset Managment
Insurance Planning
Business Planning
Financial Analysis
Life Insurance
Health Insurance
Financial Planning
Retirement
Retirement Savings
Segregated Funds
Long-term Care
Term Life Insurance
RRSP
Fixed Annuities
Investment Strategies
Tax
Asset Management
Financial Advisory
Financial Planners
Investment Advisory
Strategic Financial Planning
Long Term Care
Adrian Frei Summary
Adrian Frei, based in Ottawa, ON, CA, is currently a Mortgage Agent at Mortgage Alliance. Adrian Frei brings experience from previous roles at Money Advisors Inc., Today's Mortgage Choice and The Co-operators. Adrian Frei holds a Bachelor of Arts (BA) in Journalism @ University of Ottawa / Université d'Ottawa. With a robust skill set that includes Retirement Planning, Estate Planning, Insurance, Investments, Taxation and more. Adrian Frei has 2 emails on RocketReach.
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