Levi Ewald
Charlottetown, PEI
Student
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Member Bio
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Hi everyone!
I am currently working as a licensed physiotherapist in Charlottetown, PEI. In the last 3 years, my passion for finance and economics has grown, and I have found myself spending much of my free time researching and learning about optimal financial decisions and how important these are to wealth (financial, social, and temporal). I am currently pursuing the QAFP designation, with the hope of bridging to a CFP down the road. I have chosen the QAFP initially, as it has lower work experience requirements than the CFP.
As of now, I am interested in Advice Only Planning (AOP), with both hourly and project based options. I am interested in AOP because I feel that it will align my interests with my clients, and it will give me the opportunity to reach people with low-moderate net worth in a way that the AUM model has more difficulty doing. I absolutely understand the benefits and necessity for many clients to work with an AUM planner, however I feel that I would work best under the AOP model.
I’m very interested in starting my own financial planning business to gain the necessary work hours to achieve QAFP and then CFP.
I am currently working as a licensed physiotherapist in Charlottetown, PEI. In the last 3 years, my passion for finance and economics has grown, and I have found myself spending much of my free time researching and learning about optimal financial decisions and how important these are to wealth (financial, social, and temporal). I am currently pursuing the QAFP designation, with the hope of bridging to a CFP down the road. I have chosen the QAFP initially, as it has lower work experience requirements than the CFP.
As of now, I am interested in Advice Only Planning (AOP), with both hourly and project based options. I am interested in AOP because I feel that it will align my interests with my clients, and it will give me the opportunity to reach people with low-moderate net worth in a way that the AUM model has more difficulty doing. I absolutely understand the benefits and necessity for many clients to work with an AUM planner, however I feel that I would work best under the AOP model.
I’m very interested in starting my own financial planning business to gain the necessary work hours to achieve QAFP and then CFP.
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