Murray Milsom - CFP®, BA

Certified Financial Planner

Murray has been helping clients achieve their financial goals and objectives since 1998. Focusing on issues related to retirement planning, Murray helps clients plan their investments, insurance and estate needs. Murray develops a long term plan for each client that embodies a conservative investment approach and helps each client maximize their retirement income and achieve their estate objectives.

Degrees and Designations:

  • BA (Concordia, Montreal)
  • CFP (Certified Financial Planner)

Other Education: 

  • Canadian Securities Course (CSC)

Industry Associations:
A member in good standing of the Financial Planners Standards Council (FPSC) and subscribes to their code of ethics and standards of conduct.

 

Insurance products available through Murray Milsom.