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Estate Planning Council of CANADA

Greg Kennedy TEP RIS

DUCA Financial Services Credit Union Ltd

 

Member profile details

First name
Greg
Last name
Kennedy TEP RIS
Organization / Company Name
DUCA Financial Services Credit Union Ltd
Province
Ontario
City / Town
Orangeville
Picture / Headshot
Profession / Category
Investment Advisor
Phone number
647 225 -7024
Office Address
16 Broadway
Orangeville On
L9W 1J4
Education / Professional Designation(s)
Trust and Estate Practitioner TEP


Advanced Certificate in Family Enterprise Advising

Responsible Investment Specialist RIS
Areas of focus or specialization
wealth management, estate and business succession planning Individual Pension Plans (IPPs, Retirement Compensation Arrangements (RCAs)
Private Investment Management

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