Toic Wealth Management

380 Pelissier St Apt 2504
WIndsor, ON N9A 0A5
250-869-9636
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Profile

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.

Opening Hours

Monday: 8:00AM - 5:00PM
Tuesday: 8:00AM - 5:00PM
Wednesday: 8:00AM - 5:00PM
Thursday: 8:00AM - 5:00PM
Friday: 8:00AM - 5:00PM
Saturday: Closed
Sunday: Closed

Mon-Fri 8am-5pm

Categories

Keywords

wealth management investing exempt market financial planning portfolio management gics rrsp financial guidance tsfas wealth manager certified financial planner

Photos

Toic Wealth Management in WIndsor
Toic Wealth Management in WIndsor

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