WealthWorks Financial Inc.

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We provide a broad range of services, products and plans to meet the diverse needs of our clients. Please see below for more info.

The purposes for which we collect, use and disclose your personal information are central to our being able to provide you with our services. Should you have objections to the collection and disclosure of your personal information, as listed in the foregoing, WealthWorks Financial will no longer be in a position to provide you with these services. Therefore, by maintaining your account with WealthWorks Financial we will consider that you have consented to our collecting, using and disclosing your personal information.

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Over 25 years of experience as a financial planner was preceded by a solid career in sales training, working with Fortune 500 companies across North America. His voracious appetite for keeping up with business news and current affairs has resulted in a real talent for recognizing market and economic trends, to the benefit of his clients. This was demonstrated in March 2000, when clients’ holdings were moved out of all technology positions just before the tech market crash. There were profits but no losses on those tech mutual funds.

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