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Adrian F. | Elance
 
176985602337900
Last Sign-in: Mar 17, 2015

Adrian F.

Business succession & estate / retirement planning
   Canada
  |   Ottawa, Ontario
  |  8:04 am Local Time

Overview

I work with a variety of individuals, families and small business owners providing services ranging from business succession planning to retirement and estate planning.

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Skills (10)

Tested
Retirement Planning
Estate Planning
Insurance
Investments
Taxation
Wealth Management
Disability Insurance
Critical Illness
Pensions
Risk Management

Service Description

I help business owners, families and individuals grow and protect their wealth.

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Employment

Adrian Frei Inc.
Insurance & Financial Services Broker
2013 - Present
Financial planning is a process that looks at everything to do with your finances. This includes: - Saving and investing - Paying down debt - Taxes - Retirement planning - Estate planning -...
Desjardins Financial Security Independent Network
Insurance & Financial Services Broker
2011 - 2013

Education

University of Ottawa / Université d'Ottawa
Bachelor of Arts (BA)
-
Algonquin College of Applied Arts and Technology
Diploma
-
Overview  |  Job History  |  Resume/C.V.

Keywords

Investments
retirement
estate
insurance
disability
taxation
pensions
annuities
succession
education
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Identity
Username
AdrianFrei
Type
Individual
Member Since
March 2015
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Adrian F. | Elance

Adrian F.