Andrew Potter
Financial Planning Consultant @Canada Life
Welland, ON, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2021 — Present
Financial Planning Consultant @Canada Life
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Proactively consult on advanced/complex cases to enable Advisors to utilize Certified Financial Planning principles, practice standards, tools and resources to provide best recommendations to clients across a wide range of disciplines (e.g. retirement income planning, estate planning/wealth transfer, corporate planning for business owners, insurance and investment product solutions, etc.)
EDUCATION
2002 — 2005
Durham College
Diploma, Advanced Accounting
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