General Information

380 Pelissier St Apt 2504, Windsor




Business Summary
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.
Business Keywords
Wealth Management, Investing, Exempt Market, Financial Planning, Portfolio Management, GICS, RRSP, Financial Guidance, TSFAs, wealth manager, certified financial planner
General Information
Type of Business:
not complete
Year established:
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Work Time:
not complete
Website Rank
Alexa rank:
update - visit: 10


Product & Services

not complete
United States