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Waterloo, Ontario Canada

CFP

Finance / Banking / Insurance

I take the time to get to know my clients and develop a plan to meet their current and long term needs for life, health, disability, critical illness and long term care. I am able to find the best products for my clients through my broad network of carriers and associations. My clients are families and individuals who are at various stages in their financial plan. I value the opportunity to assist you in creating your life's financial plan. Specialties: I work with clients to design strategies so they have piece of mind knowing that their tax and estate philanthropic concerns have been properly addressed.