Fraser Orr-Brown
Approach Advisory Inc
Calgary, AB, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Present
@Approach Advisory Inc
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EDUCATION
2006 — 2010
Mount Allison University
Bachelor of Arts (B.A.), Commerce, Economics, and Drama
2023
Exit Planning Institute
Business Exit Strategy
2014 — 2022
Canadian Securities Institute
Multiple Programs, Investment Management
2011 — 2013
The University of Lethbridge
Professional Diploma, Accounting
SKILLS
Retirement PlanningPersonal FinanceCommunicationFinancial AdvisoryMicrosoft ExcelMicrosoft OfficeSalesIncome TaxMutual FundsFinancial PlanningFinancial ReportingCorporate TaxExternal AuditPeople SkillsPublic SpeakingTax PreparationCasewareWealth ManagementFinancial StatementsQuickbooksAnalysisAuditingEstate Tax PlanningAccountingFinanceInvestmentsAudit
ABOUT FRASER ORR-BROWN
For most business owners, selling their company isn\'t just a financial transaction. It\'s…
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