Seral Cfp's Professional Contact Details

HQ
+1 855-683-4381
Location
Toronto, Ontario

Seral Cfp's Current Company Details

Kismet: noun - destiny; fate, fortune.Kismet Wealth Group provides wealth management, tax and accounting, mortgage and lending, real estate and insurance services through our integrated service offering. Our mi...
Kismet: noun - destiny; fate, fortune.Kismet Wealth Group provides wealth management, tax and accounting, mortgage and lending, real estate and insurance services through our integrated service offering. Our mission is to enhance the lives of business owners and high net-worth individuals and families. We offer prospective clients an efficient and holistic solution to growing and managing their wealth. With a 90% client satisfaction rate, we offer prospective clients an efficient and holistic solution to growing and managing their wealth. We help medical professionals, legal professionals, family businesses and high/ultra-high net worth individuals build their legacies.
wills
estate planning
trusts
real estate investing
private lending
investments
financial planning
real estate development
real estate
business planning
wealth management
property management
insurance
succession planning
mortgages
business consulting
familyoffice
financial services
investment management
law practice
legal services
real estate investments
b2b
enterprise software
enterprises
computer software
information technology & services
management consulting

Seral Cfp's Work History and Education

Kismet Wealth Group
Associate Financial Planner
2023 - Present
No Frills
Cash Office Manager
2022 - 2023 • 9 months
FIKAA - Be Financially Free
Core team
2021 - 2022 • 9 months
wingsforfutura
Assistant Manager
2020 - 2021 • 1 year
Right Returns Financial Planning
Intern
2020 - 2020 • 6 months

Frequently Asked Questions about Seral Cfp


What company does Seral Cfp work for?

Seral Cfp works for Kismet Wealth Group.

What is Seral Cfp's role at Kismet Wealth Group?

Seral Cfp's role at Kismet Wealth Group is Associate Financial Planner.

What is Seral Cfp's email address?

Seral Cfp's email address is s**@kismetgroup.ca.

What is Seral Cfp's business email address?

Seral Cfp's business email address is s**@kismetgroup.ca.

What is Seral Cfp's HQ phone number?

Seral Cfp's HQ phone number is +1 855-683-4381.

What industry does Seral Cfp work in?

Seral Cfp works in the Financial Services industry.

Who are Seral Cfp's colleagues?

Seral Cfp's colleagues are Glenn Ting, Heidi Kurien and Victor Godinho.

Colleagues at Kismet Wealth Group

Client Care & Implementation Associate & Mortgage Agent
Partner & Broker of Record Kismet Realty Corp. Brokerage
Managing Partner, Wealth Advisor

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