Personal Information
Organization / Workplace
Kitchener , Ontario Canada
Industry
Finance / Banking / Insurance
Website
www.legacytracker.com
About
I’m on a mission to help improve the financial well-being and financial peace of mind for individuals and their families. Life is busy and can get complex. My background as an accountant for 25 years and certified financial planner for 15 years provides the expertise needed to help people get out of debt, save tax, protect their family and map out a plan to meet their financial goals generally.
Tags
financial services
fintech
banking
innovation
investors group
financial plan
financial planning fpsc
pwc
accenture
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Presentations
(2)Documents
(3)Likes
(39)Pitch Deck Template for startups
Malcolm Lewis
•
9 years ago
(MBASkills.IN) 10 Ways to Have Better Conversation
Sameer Mathur
•
8 years ago
Housing Older Canadians Presentation - Sept 2015
Marian Leslie
•
9 years ago
VisitAble Housing Sept. 2015
Marian Leslie
•
9 years ago
Financial Planning Coalition: A Matter of Trust
Financial Planning Standards Council
•
9 years ago
Standards of professional Responsibility
Financial Planning Standards Council
•
9 years ago
Putnam Investment's 2015 Financial Advisors and Social Media Survey
Putnam Investments
•
9 years ago
2015 Banking Trends
MX
•
9 years ago
26 Time Management Hacks I Wish I'd Known at 20
Étienne Garbugli
•
11 years ago
How to create your Minimum Viable Product - Raff Paquin
Raff Paquin
•
9 years ago
The slide deck we used to raise half a million dollars
Buffer
•
11 years ago
25 Disruptive Technology Trends 2015 - 2016
Brian Solis
•
9 years ago
Actionable Customer Development
Andreas Klinger
•
11 years ago
Startup Metrics for Pirates
Dave McClure
•
17 years ago
I'm out of the buiding, now what?
Lane Goldstone
•
13 years ago
Who Wants to be a FinTech Millionaire
Brett King
•
10 years ago
The Lean Startup - Visual Summary
Brett Suddreth
•
12 years ago
The Lean Startup
Venture Hacks
•
15 years ago
Startup CFO - Why Your Startup Will Succeed
Mark MacLeod
•
15 years ago
MY DIGITAL BANKING NIRVANA - JIM MAROUS
Jim Marous
•
10 years ago
Inspiration For Innovation: Considerations For Financial Application Design
Backbase
•
11 years ago
10 Key Trends From the Banking Trenches
Backbase
•
12 years ago
Banking on Digital: Innovation in Financial Services
Backbase
•
11 years ago
MoneyDesktop Business Case
MX
•
10 years ago
MVP Design Hacks: Rocket Fuel for Lean Teams
Amy Jo Kim
•
10 years ago
Storytelling in a Digital World
Powered by Search
•
10 years ago
Digital Banking Trends in 2014
Backbase
•
10 years ago
5 Lessons For Entrepreneurs
Ian Lurie
•
10 years ago
How to Make a Killer Landing Page #INBOUND13
HubSpot
•
10 years ago
Personal Information
Organization / Workplace
Kitchener , Ontario Canada
Industry
Finance / Banking / Insurance
Website
www.legacytracker.com
About
I’m on a mission to help improve the financial well-being and financial peace of mind for individuals and their families. Life is busy and can get complex. My background as an accountant for 25 years and certified financial planner for 15 years provides the expertise needed to help people get out of debt, save tax, protect their family and map out a plan to meet their financial goals generally.
Tags
financial services
fintech
banking
innovation
investors group
financial plan
financial planning fpsc
pwc
accenture
See more