In Good Standing
First Certified in 2022

Jarrett Robertson

President, Company Not Listed

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Contact info

Phone Number647-933-6589

Disciplinary history

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No

Scheduled proceeding

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No

Client focus

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Intergenerational Families Professional Athletes Retirees Young Professionals

Financial planning services offered

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Estate planning Executive compensation and benefits Professional corporations Tax planning

Minimum investible assets

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$1,000,000 or more

Payment model

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Fee for service: Fixed rate; Fee for service: Percentage of assets; Commissions/Trailers

Location

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381 Taunton Rd E, Oshawa, ON, L1H7K5

Directions

FP Canada publishes Reports on Disciplinary Actions and public notice of upcoming FP Canada Discipline Enforcement Hearings, where applicable, in the profile of any impacted FP Canada certificant.