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About
John, a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and Chartered Financial Consultant (CH.F.C.) has been extraordinarily successful in the wealth management industry for over 20 years. John's industry profile as a talented financial expert is attributed to his revolutionary, yet time tested, planning methods. Clients benefit from the unique advantage that John provides: the optimization of their financial model structured to help ensure achievement of their financial goals and aspirations.
Products & services in Oakville
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