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Joelle Ledesma - CFP® Professional

Royal Bank

Certification Status:

Currently Practising?:

10470 152nd street
Surrey, BC
Canada V3R0Y3

Phone: (778) 552-1569



I can serve you in these languages: English
My clients usually have this much available to invest: $ 100k - $499,999
I specialize in helping clients like these: Pre-retired, Professionals, Retired, Medical Practitioners, Self-employed
I can help you with: Mortgages and debt planning, Business Planning, Planning for those with disabilities, Post-retirement benefits, Divorce and separation planning, Responsible investing, Education planning, Retirement income planning, Employee/Group benefit plans, Retirement planning, Estate planning, Severance planning, Executive compensation and benefits, Small business planning, Insurance planning, Succession planning, Investment planning, Tax planning