Ted Wheatley
Advisor @Sun Life
Toronto, ON, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jul 2013 — Present
Advisor @Sun Life
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EDUCATION
N/A
University of Toronto
Bachelor of Applied Science (B.A.Sc.)
N/A
FP Canada
Certified Financial Planner (CFP)
1985 — 1987
University of Toronto - Rotman School of Management
Master of Business Administration (MBA), Finance, General
SKILLS
Financial ManagementInsuranceInvestment StrategiesInvestment AdvisoryNon-Profit LeadershipMutual FundsFinancial AdvisoryRetirementLife InsuranceRetirement PlanningBankingInvestmentsWealth Management
ABOUT TED WHEATLEY
Retirement. That, in one word, is what I help my clients with. Getting to, and through…
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