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Introduction
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.
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.
Contact Info
Address:
380 Pelissier St Apt 2504
Windsor
ON N9A 0A5
Canada
Windsor
ON N9A 0A5
Canada
Tel:
2508699636
Website:
https://www.toicwealth.com
Offering
- Wealth Management
- Investing
- Exempt Market
- Financial Planning
- Portfolio Management
- GICS
- RRSP
- Financial Guidance
- TSFAs
Hours of operation
| From | To | From | To | From | To | ||
|---|---|---|---|---|---|---|---|
| Monday | Open | 8:00am | 5:00pm | ||||
| Tuesday | Open | 8:00am | 5:00pm | ||||
| Wednesday | Open | 8:00am | 5:00pm | ||||
| Thursday | Open | 8:00am | 5:00pm | ||||
| Friday | Open | 8:00am | 5:00pm | ||||
| Saturday | Closed | ||||||
| Sunday | Closed | ||||||
