Insurance Advisor. Nelson Insurance Services Corp. Experience In Financial Planning, Retirement Planning, Pension Administration and Estate Planning Since 2009.
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 an Insurance Advisor, Tammy is responsible for assisting clients in assessing and implementing their various insurance needs. Tammy is a licensed insurance advisor and is able to provide advice and answer any questions you may have in this area.