Catherine Miao

IG Wealth Management

Toronto, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Present

@IG Wealth Management

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EDUCATION

2006 — 2008

FP Canada

CERTIFIED FINANCIAL PLANNER designation, Financial Planning and Services

2008 — 2008

Canadian Academy of Senior Advisors

CPCA, seniors related studies

SKILLS

Strategic Financial PlanningFinancial PlanningRetirement PlanningFinancial AnalysisFinanceWealth AccumulationSocial NetworkingWealth ManagementEstate PlanningRetirementMortgage LendingRisk ManagementAccountingInvestmentsBusiness DevelopmentFinancial AdvisoryFinancial PlannersTaxManagementPortfolio ManagementCoachingSmall BusinessInsuranceCrmLeadershipWealth Management Services

ABOUT CATHERINE MIAO

Catherine Miao is a CERTIFIED FINANCIAL PLANNER that focuses on business owners and helps…

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Catherine Miao — IG Wealth Management in Toronto, ON, CA | Unifers