Steven Wheeler Email
Owner
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Steven Wheeler Location
- Montreal, QC, CA
Steven Wheeler Work
- 2002 -now Owner @ Freedom 55 Financial
- 2002 -now President @ 6010636 Canada Inc.
- 1992 -1998 Manager Audit @
Steven Wheeler Education
- Concordia University
Diploma in Accounting, Accounting and Finance (Accounting and Finance)
1988-1992 - Concordia University
Diploma in Accounting, Accounting and Finance
Steven Wheeler Skills
- Investment Advisory
- Group Insurance
- Pension plans/Group RRSPS
- Individual Pension Plans
- Corporate Tax
- Tax Advisory
- Income Tax
- Estate Planning
- Investments
- Auditing
- Insurance
- Finance
- Strategic Financial Planning
- Retirement Planning
- Mutual Funds
- Retirement
- Critical Illness
- Disability Insurance
- Financial Analysis
- Financial Planners
- Portfolio Management
- Financial Advisory
- Audit
- Financial Planning
- Accounting
- Tax
- Risk Management
- Strategic Planning
- Team Building
- Financial Modeling
- Forecasting
- Financial Accounting
- New Business Development
- Budgets
- Business Strategy
- Management
- Financial Reporting
- Due Diligence
- Mergers and Acquisitions
Steven Wheeler Summary
- Steven Wheeler, based in Montreal, QC, CA, is currently a Owner at Freedom 55 Financial. Steven Wheeler brings experience from previous roles at 6010636 Canada Inc. and PwC. Steven Wheeler holds a 1988 - 1992 Diploma in Accounting, Accounting and Finance in Accounting and Finance @ Concordia University. With a robust skill set that includes Investment Advisory, Group Insurance, Pension plans/Group RRSPS, Individual Pension Plans, Corporate Tax and more. Steven Wheeler has 1 emails on RocketReach.
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