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Since inception in 1983, Donnell Insurance has built a solid foundation of clients who believe in the undeniable merits of dedicated service, and who appreciate the distinct benefits associated with the kind of trusted, one-on-one relationships that have become the company's signature trademark. Th…
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Steve Shillington provides support to financial advisors on tax, estate planning, business exit strategy and business risk management matters. Steve is a chartered accountant, with over 20 years of experience in the financial services industry, following a 10 year career with KPMG where he was a ta…
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Whether you manage your client investment portfolios yourself or hire third-party managers to do so, Aligned provides you with the tools and resources to make the right product choices for your clients. We manage our product suite without any bias or preference for any specific product or manufactu…