Alex Rocha
Course Instructor at Conestoga College
Based in Mississauga, Canada
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Seniority
Staff
Department
Education
Location
Mississauga
Industry
Higher Education
Company size
2.6K
Contact information
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a•••••••@conestogac.on.ca
Phone
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Background
About Alex Rocha
Alex has over 20 years experience financial industry in sales, management and as a senior administrator. Aa a Certified Financial Planner, Alex can provide you with financial & retirement planning, education savings, budget counseling & guidance, obtain appropriate insurance, help you with your estate planning…. and more. Alex is also a Mutual Fund registered professional in which clients have access to Mutual Funds, and Labour Sponsored Funds. In addition, Alex is Insurance licensed, in which all clients have access to life insurance, critical illness insurance, disability insurance, long term care insurance, mortgage insurance and segregated funds."Mutual funds, GIC's and LSIF's are provided through Monarch Wealth Corporation. Insurance products are sold through different entities and are not the business of Monarch." Specialties: RESPs, Portfolio Building, TAX Planning and IPPs
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