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Wealth Architects Inc.
Financial Planner
Jul 25, 2022
CFP (Canada) CLU TEP
Personal Information
4039999450
Male
Calgary
Masters
Employer Information
Wealth Architects Inc.
Wellington-Altus Private Wealth Inc.
95 Cougar Ridge Landing SW
Calgary AB T3H 0X8
Canada
4039999450
Practice Information
Financial Planner
1996
Fee Only - Flat Fee/Project Based Fee Only - Retainer Based Fee Only - Hourly Insurance Commission
Alberta British Columbia Ontario
Advocis STEP
Corporate Financial Planning Corporate Insurance Planning Crossborder Planning (US/Canada) Divorce Estate Planning Financial Planning Insurance Planning Retirement Income Planning Succession Planning Tax Planning