Experience
As a Certified Financial Planner with over 20 years' experience,
I experience life the same as most people. I have a family, a home, a business – and
most importantly, I have a Life Plan. What is a Life
Plan? Whether you’re
married or single, working or retired, life is all about juggling. A Life
Plan helps you manage your finances so you can feel secure that you will
achieve your goals for life, work and family.
Services
Provide ongoing comprehensive financial planning advice for individuals,
families and companies. Services include:
• Investing
• Retirement Planning
• Income Management
• Corporate Planning
• Insurance
• Estate Planning
Vision
To understand each individual’s financial and family situation,
lifestyle needs and goals. To implement a Life Plan to achieve life long
financial security and "peace-of-mind" to enjoy life.
Credentials
• Trent University, B.A. (Economics), 1988
• Canadian Securities Course, 1993
• Mutual Funds License, 1996
• Life, Disability and Accident License, 1996
• Certified Financial Planner (CFP), 1998
• Life Insurance Level II, 2000
My practice is still growing.
Referrals are very much appreciated. Thank
you!
Wellington West Financial Services Inc.
300 The East Mall, Suite 306
Toronto, ON M9B 6B7
Brett Langill, BA, CFP
Certified Financial Planner
Phone: 416 901 6500 ext: 23
TollFree: 888 220 2722
Fax: 416 901 9600
Email: BLangill@wellwest.ca
www.BrettLangill.com | www.WellingtonWest.com
