Member

David Gillen

Peterborough, Kawartha, Durham Region

Matthews and Associates

Verified Badge
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
David Gillen

Member Bio

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Specializations

Corporate Financial Planning
Corporate Tax Planning
Divorce
Estate Planning
Financial Planning
Retirement Income Planning
Tax Planning

Designation(s)

CFP (Canada)
FMA

Compensation Models

Fee based (AUM)

Professional Associations

No items found.

Education

Some Post Secondary

Assets Under Management

100,000,000-250,000,000

Practice Size

2 to 5

Investment License

None

Provinces Licensed (Investment)

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