Position:
Certified Public Accountant at Private Company
Location:
Canada
Found email addresses for Alan Robert CFP:
Found phones for Alan Robert CFP:
Jun 2023 - Current
Jan 2013 - Current
Mar 2018 - Current
Sep 2015 - Current
May 2022 - Jul 2023
Mar 2021 - Jul 2023
Jan 2020 - Jul 2021
Apr 2016 - Jan 2018
Oct 2015 - Jan 2018
Mar 2014 - Apr 2015
Sep 2014 - Jan 2015
Apr 2014 - Dec 2014
Mar 2014 - Jul 2014
Jan 2012 - Mar 2014
Jan 2012 - Jan 2014
Jan 2012 - Dec 2013
Jan 2012 - Dec 2013
Jul 2002 - Dec 2011
Jan 2009 - Jan 2010
Jan 2005 - Jan 2010
Their professional focus is Accounting, Account Reconciliation, and Analysis across 3 core areas.
Alan holds Certified Financial Planner (CFP), Elder Planning Counselor, and CERTIFIED FINANCIAL PLANNER® certifications.
B.Comm (Hons) at Queen's University
Durham College
CGA at CGA
CPA USA at CPA
FMA, CWSP, FCSI at Canadian Securities Institute
FPSC
GSS
Gananoque Secondary
FCIP at Insurance Institute of Ontario
Society of Trust and Estate Practitioners (STEP)
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