Al D Email
Financial Planner @ Freedom 55 Financial
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Al D Location
- Barrie, ON, CA
Al D Work
- Past Chairman Advocis, The Financial Advisors Association of Canada @ (June 2019 - Present)
- Chairman Of The Board Of Directors, The Financial Advisors Association of Canada @ (June 2018 - Present)
- Senior Advisor @ A. Jones Wealth & Estate Planning (August 2001 - Present)
- Past-Chair, Board of Trustees @ (June 2014 - Present)
- Financial Planner @ (September 1996 - Present)
- Director, PACE board of Directors @ PACE Credit Union (January 2013 - December 2018)
- Chairman of the Board @ Peoples Credit Union (April 2010 - December 2012)
- Chapter Board Chairman, TFAAC Board Director @ (January 2008 - January 2010)
Al D Education
- University of Waterloo
Recreation (Recreation)
1982-1985 - School name:
- University of Toronto - Rotman School of Management
ICD.D (Corporate Directors)
2018
Al D Skills
- Financial Advisory
- Retirement Planning
- Strategic Financial Planning
- Critical Illness
- Wealth
- Estate Planning
- Disability Insurance
- Investments
- Retirement
- Insurance
- Wealth Accumulation
- Risk Management
- Financial Planners
- Wealth Management
- Fixed Annuities
- Mutual Funds
- Succession Planning
- Asset Allocation
- Asset Management
- Certified Financial Planner
- Coaching
- Employee Benefits
- Finance
- Financial Risk
- Financial Services
- Health Insurance
- High Net Worth Individuals
- Income Protection
- Investment Advisory
- Investment Management
- Investment Strategies
- Key Person Insurance
- Leadership
- Life Insurance
- Long Term Care Insurance
- Long-term Care
- Mortgage Lending
- Pensions
- Debt Management
- Personal Finance
- Personal Financial Planning
- Portfolio Management
- RESP
- RRSP
- Residential Mortgages
- Retirement Savings
- Savings
- Securities
- Segregated Funds
- Small Business
Al D Summary
- Al D, based in Barrie, ON, CA, is currently a Financial Planner at Freedom 55 Financial. Al D brings experience from previous roles at Advocis, A. Jones Wealth & Estate Planning and The Institute for Advanced Financial Education. Al D holds a 1982 - 1985 Recreation in Recreation @ University of Waterloo. With a robust skill set that includes Financial Advisory, Retirement Planning, Strategic Financial Planning, Critical Illness, Wealth and more. Al D has 1 emails on RocketReach.
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