Elliot Platts Email & Phone Number
Certified Financial Planning Professional @ FP Canada
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Elliot Platts Location
- Toronto, ON, CA
Elliot Platts Work
- 2009 -now Certified Financial Planning Professional @
- 2018 -now Insurance Planning Advisor @
- 2018 -now Investment Fund Advisor @
- 2002 -2018 Financial Consultant @
Elliot Platts Skills
- Retirement Planning
- Strategic Financial Planning
- Estate Planning
- Finance
- Investments
- Insurance
- Mutual Funds
- Portfolio Management
- Investment Strategies
- Wealth Management
- Analysis
- Life Insurance
- Business Planning
- Financial Services
- Small Business
- Mergers & Acquisitions
- Financial Planning
- Mergers and Acquisitions
- Mortgage Lending
Elliot Platts Summary
- Elliot Platts, based in Toronto, ON, CA, is currently a Certified Financial Planning Professional at FP Canada. Elliot Platts brings experience from previous roles at PPI, Investia Services financiers inc. / Investia Financial Services Inc. and Investors Group Financial Services Inc.. With a robust skill set that includes Retirement Planning, Strategic Financial Planning, Estate Planning, Finance, Investments and more. Elliot Platts has 3 emails and 1 mobile phone numbers on RocketReach.
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