Fernando Almeida

Certified Financial Planner at Sterling Mutuals

Fernando Almeida is a seasoned financial professional with extensive experience in financial planning, insurance, and tax services. Currently serving as a Certified Financial Planner at Sterling Mutuals Inc. since June 2015, Fernando specializes in retirement, education, estate, and insurance planning, offering a range of products including RRSPs, TFSAs, and mutual funds. In addition, Fernando works as an Insurance Agent at BridgeForce Financial Inc., providing various insurance coverage solutions. With a longstanding role in tax preparation through Fernando Almeida Tax Services since January 1992, Fernando has a strong background in preparing tax returns for individuals and non-incorporated businesses. Previous positions include insurance roles at PPI and Financial Horizons Group, along with financial advisory and planning roles at Dundee Wealth and Cartier Partners Inc. Fernando Almeida is an alumnus of George Brown College.

Location

Toronto, Canada

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Sterling Mutuals

Sterling Mutuals is an independent financial services dealer that focuses on independent advisors and their values. Sterling Mutuals was founded in 1996 and has grown to be one of Canada’s coast-to-coast premier independent dealers with over 300 advisors.


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Headquarters

Windsor, Canada

Employees

201-500

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