Members

Tim Lew

Guelph
Verified Badge
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Tim Lew

Member Bio

(This member hasn't written a bio yet!)

Specializations

Corporate Financial Planning
Corporate Insurance Planning
Corporate Tax Planning
ESG & Impact Investing
Estate Planning
Executive Compensation
Financial Planning
Insurance Planning
Retirement Income Planning
SRI
Succession Planning
Tax Planning

Designation(s)

CFP (Canada)
CLU

Compensation Models

% of Net Worth

Professional Associations

STEP

Education

University

Assets Under Management

Less than 10,000,000

Practice Size

26 to 50

Investment License

None

Provinces Licensed (Investment)

Ontario
While this Information is considered to be true and correct at the date of original publication, changes in circumstances after the time of publication may impact on the accuracy of the data on this member profile. The Information on this profile may change without notice. Please review our Terms of Use and Privacy Policy. Contact the member directly, or the Financial Planning Association of Canada for the latest and most accurate data.