Member

Kevin O'Connor

Ottawa

Canadian Financial Planning Partners

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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Kevin O'Connor

Member Bio

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Specializations

Corporate Financial Planning
Corporate Insurance Planning
Estate Planning
Financial Planning
Group Insurance Planning
Group Investment Planning
Insurance Planning
Investment Management
Succession Planning
Tax Planning

Designation(s)

CFP (Canada)

Compensation Models

Insurance Commission
Fee based (AUM)

Professional Associations

No items found.

Education

University

Assets Under Management

Practice Size

Investment License

Mutual Fund

Provinces Licensed (Investment)

Alberta
British Columbia
Ontario
Quebec
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