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Estate Planning Council of CANADA

Terrence McBride

Raymond James Ltd

 

Member profile details

First name
Terrence
Last name
McBride
Organization / Company Name
Raymond James Ltd
Province
Saskatchewan
City / Town
Saskatoon
Picture / Headshot
Profession / Category
Financial Planner CFP/ PFP/ RFP
Phone number
3066514291
Office Address
Suite 700 - 105 - 21st Street East
Saskatoon SK S7K 0B3
Education / Professional Designation(s)
B.Comm. Bachelor of Commerce
CFP Certified Financial Planner
CLU Chartered Life Underwriter
CEA Certified Executor Advisor
DFA Distinguished Financial Advisors - Tax Services
MFA-P Master Financial Advisor - Philanthropy
MTI Member of Trust Institute
EPC Elder Planning Counsellor
Areas of focus or specialization
Tax and estate planning

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.

We link and support Estate Planners across Canada and represent a global community online.



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