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Insurance and Financial Planner.

My team and I work to create financially independent Canadians. Through the delivery of tailored insurance advice and professional investment management strategies, the team works closely with each client to enable… Read more »
Area serviced: Oakville, ON
4168016633
CFP, CLU, CHS, EPC
Financial Planner
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Area serviced: Saint John, NB
15063338810
Area serviced: Woodstock, ON; Hamilton, ON; Ancaster, ON; Dundas, ON
5195369555
I commit our time and expertise to developing a personalized plan for you and your family. When you become a client, I will meet with you to discuss your immediate goals and longer term objectives. I will conduct a detailed financial assessment for you,… Read more »
Area serviced: Owen Sound, ON
5193752435