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Umberto Speciale - CFP® Professional

IPC Investment Corporation

Certification Status:
Current

Currently Practising?:
Yes

Location:
2781 Highway #7
Suite 203
Vaughan, ON
Canada L4K 1W1

Phone: (416) 569-2254

Email: umberto.speciale@ipcc.org

Website: http://

I can serve you in these languages: English, Italian
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: Business Planning, Education planning, Employee/Group benefit plans, Retirement planning, Estate planning, Severance planning, Insurance planning, Investment planning, Tax planning