Alan Paton Email
CERTIFIED FINANCIAL PLANNER® @ Sun Life Financial
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Alan Paton Location
- Huntsville, ON, CA
Alan Paton Work
- 2002 -now CERTIFIED FINANCIAL PLANNER® @
- 1987 -2001 Owner @ Muskoka Custom Builders
Alan Paton Education
- Financial Planning Standards Council, CFP®
CFP (Financial Planning)
2008-2010 - University of Toronto, BSc Eng.
BSc. Eng (Engineering)
Alan Paton Skills
- Retirement
- Wealth Management
- Retirement Planning
- Investments
- Long Term Care Insurance
- Strategic Financial Planning
- Life Insurance
- Disability Insurance
- Securities
- Asset Management
- Mortgage Lending
- Health Insurance
- Wealth Accumulation
- Investment Management
- Critical Illness
- Investment Strategies
- Small Business
- Estate Planning
- Financial Planners
- Mutual Funds
- Term Life Insurance
- Employee Benefits
- Investment Advisory
- Protection
- Savings
- Insurance
- Financial Advisory
- Fixed Annuities
- Residential Mortgages
- Personal Finance
- Financial Services
- Wealth
- Customer Service
- Financial Planning
- Sales
- Public Speaking
- Financial Reporting
- Leadership
- Microsoft Office
- Financial Analysis
- Microsoft Word
Alan Paton Summary
- Alan Paton, based in Huntsville, ON, CA, is currently a CERTIFIED FINANCIAL PLANNER® at Sun Life. Alan Paton brings experience from previous roles at Muskoka Custom Builders. Alan Paton holds a 2008 - 2010 CFP in Financial Planning @ Financial Planning Standards Council, CFP®. With a robust skill set that includes Retirement, Wealth Management, Retirement Planning, Investments, Long Term Care Insurance and more. Alan Paton has 1 emails on RocketReach.
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