Timothy Stern Cpa Cfp
As a Chartered Professional Accountant (CPA), Chartered Accountant (CA), and Certified Financial Pla...
Waterloo, Ontario, Canada
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Timothy Stern Cpa Cfp’s Email timothy.stern@sunlife.com
Social Media
Timothy Stern Cpa Cfp’s Location Waterloo, Ontario, Canada
Timothy Stern Cpa Cfp’s Current Industry Sun Life Financial Century Group Financial Solutions
Timothy Stern Cpa Cfp’s Prior Industry Deloitte | Pepsico
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Work Experience
Sun Life Financial
Financial Planner
2019-01-01 00:00:00 - Present
Century Group Financial Solutions
Partner
2019-01-01 00:00:00 - Present
Deloitte
Assistant Manager, Private Company Services (Accounting and Taxation)
2016-08-01 00:00:00 - 2018-12-01 00:00:00
Pepsico
Financial Analyst
2015-06-01 00:00:00 - 2015-12-01 00:00:00Skills
Languages
FAQ About Timothy Stern Cpa Cfp
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Timothy Stern Cpa Cfp is located at
Waterloo, Ontario, Canada -
Timothy Stern Cpa Cfp is a As a Chartered Professional Accountant (CPA), Chartered Accountant (CA), and Certified Financial Planner (CFP) charter holder my approach is holistic financial planning that encompasses all your financial planning needs from your business, your family, and to you as an individual. My main focus of services include: - Tax efficient insurance planning for small business owners - Tax efficient estate and retirement insurance planning - Executive and employee benefit planning - Insurance planning for individuals, families, and small businesses with life, health, disability, critical illness, and long-term care insurance planning - Investment management solutions for individuals, families, and small businesses with RRSP's, TFSA's, non-registered accounts, and RESP's If you have any questions please don't hesitate to send me a message, I'd be happy to have a chat! I am pleased to be associated with Century Group Financial Services Inc. I am a Sun Life Financial advisor. These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life Financial. A clear connection: Your relationship with Sun Life Financial bit.ly/ClearConnection Sun Life Financial advisors are contracted with Sun Life Financial Distributors (Canada) Inc Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.
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Timothy Stern Cpa Cfp currently works in the Sun Life Financial | Century Group Financial Solutions |
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No Languages Available
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Timothy Stern Cpa Cfp has prior
experience in the following industries:
Deloitte | Pepsico -
Timothy Stern Cpa Cfp has the following professional experience:
Sun Life Financial | Century Group Financial Solutions | Deloitte | Pepsico -
You can view Timothy Stern Cpa Cfp’s LinkedIn profile at LinkedIn URL
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Timothy Stern Cpa Cfp’s work email
addresses are
timothy.stern@sunlife.com -
Sun Life Financial | Century Group Financial Solutions |
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