Toic Wealth Management in Windsor
Toic Wealth Management
Description:
Zeljko (Jocko) Toic, CFP based in beautiful Kelowna, B.C. and serving Canadian Investors in British Columbia and Alberta. Registered as a Dealing Representative with Cape Cove Financial And Now Ontario Also
Jocko is a Certified Financial Planner accreditation. He was trained by a large national financial company, and realized the short comings for clients and concluded ‘clients deserve something better’.
Jocko has aligned his business with some of the best investment opportunities available. His goal is to provide his clients with diversified, non-correlated investment solutions to not only protect their capital, but provide growth.
Products & Services:
Wealth Management
Investing
Exempt Market
Financial Planning
Portfolio Management
GICS
RRSP
Financial Guidance
TSFAs
wealth manager
certified financial planner
Zeljko (Jocko) Toic, CFP based in beautiful Kelowna, B.C. and serving Canadian Investors in British Columbia and Alberta. Registered as a Dealing Representative with Cape Cove Financial And Now Ontario Also
Jocko is a Certified Financial Planner accreditation. He was trained by a large national financial company, and realized the short comings for clients and concluded ‘clients deserve something better’.
Jocko has aligned his business with some of the best investment opportunities available. His goal is to provide his clients with diversified, non-correlated investment solutions to not only protect their capital, but provide growth.
Products & Services:
Wealth Management
Investing
Exempt Market
Financial Planning
Portfolio Management
GICS
RRSP
Financial Guidance
TSFAs
wealth manager
certified financial planner
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