Toic Wealth Management
380 Pelissier St Apt 2504 | Windsor, ON, N9A 0A5Last time updated: 2/9/23, 3:17 PM
About
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.
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Frequently Asked Questions
Which days is Toic Wealth Management open?
Open on Monday, Tuesday, Wednesday, Thursday, Friday.
What are Toic Wealth Management main services?
Wealth Management, Investing, Exempt Market, Financial Planning, Portfolio Management, GICS, RRSP, Financial Guidance, TSFAs, wealth manager, certified financial planner.
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