CFA, CAIA, CFP®, FRM
Planificateur de patrimoine, groupe Planification de patrimoine avancée
April joined Wellington-Altus Private Wealth Inc. in April 2022. Based in Toronto, she supports all senior Advanced Wealth Planning Group team members working with advisory teams and clients. April is passionate about applying her knowledge and experience to help Wellington-Altus clients achieve their wealth planning goals.
April holds a Bachelor of Economics and a Diploma of Financial Planning and Management. She has obtained her CFA, CAIA, CFP and FRM designations.
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