Member

Taylor Zimmerman

(self) RGA Financial

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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Taylor Zimmerman

Member Bio

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Specializations

Estate Planning
Financial Planning
Investment Management
Retirement Income Planning
Tax Planning

Designation(s)

CFP (Canada)
CIM
RFP

Compensation Models

Insurance Commission
Fee Only - Hourly
Fee Only - Flat Fee/Project Based
Fee based (AUM)

Professional Associations

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Education

Assets Under Management

50,000,000-100,000,000

Practice Size

Investment License

Provinces Licensed (Investment)

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