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Estate Planning Council of CANADA

Shauna George

StraightUp Financial Consulting Ltd.

 

Member profile details

First name
Shauna
Last name
George
Organization / Company Name
StraightUp Financial Consulting Ltd.
Province
British Columbia
City / Town
Kelowna
Picture / Headshot
Profession / Category
Financial Planner CFP/ PFP/ RFP
Education / Professional Designation(s)
CFA, CFP
Areas of focus or specialization
Fee for service consulting for individuals and families.

About EPCC

We promote cross-education, referrals and connection for the broad spectrum of Estate Planning and Estate Administration Professionals and foster a collaborative approach to all planning and share best practices.

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