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Family Office Advisor
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Free Consultation
Will Power Library
Resources and stories about all aspects of legacy giving.
Ken Doll
BA, B.Comm., MA, CFP, CLU, TEP, ICD.D
Financial Planner
Wealth Architects Inc.
Free Consultation
I am about saving taxes through charitable giving. Let's chat!
Derek Schaefer
Chartered Financial Planner, Registered Retirement Consultant, Registered Life Insurance Specialist
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Northern Asset Management - Global Maxfin Investments Inc.
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Mathew Smith
FCIA
Agent
Mathew Smith Insurance and Financial Services Incorporated
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Dustin A. Finerty
Life Agent
DAF Private Office
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Pete Gillespie
MBA, CLU, MFA-P
President
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Free Consultation
Semra Albayrak
CFP, CLU , MFA- P
Certified Financial Planner
IG Wealth Management
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Certified Financial Planner
Senior Financial Planner
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