Eric Warden Email
CERTIFIED FINANCIAL PLANNER® @ IPC Wealth
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Eric Warden Location
- Peterborough, ON, CA
Eric Warden Work
- CERTIFIED FINANCIAL PLANNER® @ (August 2015 - Present)
- CERTIFIED FINANCIAL PLANNER® @ HollisWealth Advisory Services Inc. (July 2007 - July 2015)
- CERTIFIED FINANCIAL PLANNER® and Owner @ Family Wealth Advisors Ltd. (May 2004 - June 2007)
- CERTIFIED FINANCIAL PLANNER® @ Balanced Planning / Cartier Partners (March 1996 - May 2004)
- Insurance Broker and Financial Planner @ Self Employed Insurance Representative (January 1990 - February 1996)
- Insurance Representative @ Federated Insurance Company of Canada (February 1978 - December 1989)
- Reporter and Editor and Columnist @ The Peterborough Examiner (June 1975 - February 1978)
Eric Warden Education
- Ryerson University
Bachelor of Arts (BA) (Journalism)
1972-1975
Eric Warden Skills
- Wealth Management
- Retirement
- Estate Planning
- Investments
- Financial Services
- Mutual Funds
- Finance
- Wealth
- Financial Planning
- Life Insurance
- Financial Advisory
- Retirement Planning
- Leadership
- Editing
- Marketing
- Public Speaking
- Copy Editing
- Insurance
- Blogging
- Wills
- Microsoft Office
Eric Warden Summary
- Eric Warden, based in Peterborough, ON, CA, is currently a CERTIFIED FINANCIAL PLANNER® at IPC Wealth. Eric Warden brings experience from previous roles at HollisWealth Advisory Services Inc., Family Wealth Advisors Ltd., Balanced Planning / Cartier Partners and Self Employed Insurance Representative. Eric Warden holds a 1972 - 1975 Bachelor of Arts (BA) in Journalism @ Ryerson University. With a robust skill set that includes Wealth Management, Retirement, Estate Planning, Investments, Financial Services and more.
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