Financial Planner. Nelson Financial Planning Corp. Experience In Financial Planning, Retirement Planning, Pension Administration and Estate Planning Since 2009.
Financial Planning Credentials: Currently enrolled in the CIFP Core Curriculum and Advanced Curriculum Program - Canadian Institute of Financial Planning.
Tammy has over 13 years of experience in the financial services industry with large Canadian financial institutions and financial advisory practices. Tammy has worked with clients in a variety of roles and has enhanced her education in the areas of financial planning, retirement planning, estate planning, insurance and pension administration. Tammy is studying to achieve her Certified Financial Planner (CFP) designation and has an interest in elder care and advanced trust and estate planning education. In her role as a Financial Planning Associate, Tammy will provide financial planning advice and services with specific emphasis on retirement planning, estate planning and insurance. Tammy also holds her life insurance license and is able to provide advice and answer questions in this area. As a member of our financial planning team, Tammy will also contribute to the development of our education pieces and financial coaching programs. Should you have questions at any time about various financial planning topics, feel free to connect with Tammy.