Investors Group and LegacyTracker
5 SlideShares 6 Followers 35 Followings
Personal Information
Organization / Workplace
Kitchener , Ontario Canada
Industry
Finance / Banking / Insurance
Website
www.legacytracker.com
About
I’m on a mission to help improve the financial well-being and financial peace of mind for individuals and their families. Life is busy and can get complex. My background as an accountant for 25 years and certified financial planner for 15 years provides the expertise needed to help people get out of debt, save tax, protect their family and map out a plan to meet their financial goals generally.
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financial services fintech banking innovation investors group financial plan financial planning fpsc pwc accenture
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Presentations

(2)

Pwc global insights and actions for banks 2014

9 years ago • 1351 Views

How can a financial plan benefit you?

7 years ago • 80 Views

Documents

(3)

Digital Disruption in Banking Accenture 2014 North America Consumer Survey:

9 years ago • 1063 Views

From Accenture: FinTech is booming and will continue to do so

9 years ago • 1468 Views

Personal Financial Plan

7 years ago • 337 Views

Likes

(39)
See all

Pitch Deck Template for startups

Malcolm Lewis • 9 years ago

(MBASkills.IN) 10 Ways to Have Better Conversation

Sameer Mathur • 8 years ago

Housing Older Canadians Presentation - Sept 2015

Marian Leslie • 8 years ago

VisitAble Housing Sept. 2015

Marian Leslie • 8 years ago

Financial Planning Coalition: A Matter of Trust

Financial Planning Standards Council • 8 years ago

Standards of professional Responsibility

Financial Planning Standards Council • 8 years ago

Putnam Investment's 2015 Financial Advisors and Social Media Survey

Putnam Investments • 8 years ago

2015 Banking Trends

MX • 9 years ago

26 Time Management Hacks I Wish I'd Known at 20

Étienne Garbugli • 11 years ago

How to create your Minimum Viable Product - Raff Paquin

Raff Paquin • 9 years ago

The slide deck we used to raise half a million dollars

Buffer • 10 years ago

25 Disruptive Technology Trends 2015 - 2016

Brian Solis • 9 years ago

Expo day: Digital Artefacts (BrainBaseline), Heart­Math, Sleep Genius, The Alzheimer’s Research and Pre­ven­tion Foun­da­tion

SharpBrains • 9 years ago

Actionable Customer Development

Andreas Klinger • 11 years ago

Startup Metrics for Pirates

Dave McClure • 16 years ago

I'm out of the buiding, now what?

Lane Goldstone • 13 years ago

Who Wants to be a FinTech Millionaire

Brett King • 9 years ago

The Lean Startup - Visual Summary

Brett Suddreth • 12 years ago

The Lean Startup

Venture Hacks • 15 years ago

Startup CFO - Why Your Startup Will Succeed

Mark MacLeod • 15 years ago

MY DIGITAL BANKING NIRVANA - JIM MAROUS

Jim Marous • 10 years ago

Inspiration For Innovation: Considerations For Financial Application Design

Backbase • 10 years ago

10 Key Trends From the Banking Trenches

Backbase • 12 years ago

Banking on Digital: Innovation in Financial Services

Backbase • 10 years ago

MoneyDesktop Business Case

MX • 9 years ago

MVP Design Hacks: Rocket Fuel for Lean Teams

Amy Jo Kim • 9 years ago

Storytelling in a Digital World

Powered by Search • 9 years ago

Digital Banking Trends in 2014

Backbase • 10 years ago

5 Lessons For Entrepreneurs

Ian Lurie • 9 years ago

How to Make a Killer Landing Page #INBOUND13

HubSpot • 10 years ago
Personal Information
Organization / Workplace
Kitchener , Ontario Canada
Industry
Finance / Banking / Insurance
Website
www.legacytracker.com
About
I’m on a mission to help improve the financial well-being and financial peace of mind for individuals and their families. Life is busy and can get complex. My background as an accountant for 25 years and certified financial planner for 15 years provides the expertise needed to help people get out of debt, save tax, protect their family and map out a plan to meet their financial goals generally.
Tags
financial services fintech banking innovation investors group financial plan financial planning fpsc pwc accenture
See more