Richard M. Cremasco
Principal
|
- Over 28 years of financial services experience
- Bachelor of Arts, University of Western Ontario
- Consultant for life insurance and related products, segregated funds, mutual funds, labor-sponsored funds, GIC's and annuities
- Chartered Life Underwriter (CLU)
- Chartered Financial Consultant (CH.F.C.)
- Certified Financial Planner (CFP)
|
| |
Daniel J. Kennedy Jr.
Principal
|
- Over 22 years of financial services experience
- Bachelor of Arts in Management Economics, University of Guelph
- Consultant for life insurance and related products, segregated funds, mutual funds, labor-sponsored funds, GIC's and annuities
- Certified Financial Planner (CFP)
|
| |
Jeffrey S. Snyder
Principal
|
- Over 23 years group benefits and corporate retirement plan experience
- Masters of Business Administration, York University
- Certified Employee Benefits Specialist (CEBS)
- Fellow, International Society of Certified Employee
Benefit Specialists
- Consultant for life insurance and related products, segregated funds, mutual funds, labor-sponsored funds, GIC's and annuities
- Canadian Securities Course
- Teaches "Retirement Plan Asset Management" for the
University of Waterloo
- National Online Instructor - Asset Management for the IFEBP
|
