At CWP Financial Services Inc. we specialize in serving business owners, corporate executives & medical professionals by creating corporate and personal financial plans through valuable relationships with trusted advisors.
WEALTH ACCUMULATION:
- RRSP, RESP, TFSA
- RRIF, LIRA, LIF
- Segregated Funds
- Mutual Funds
- Payout Annuity
- Accumulation Annuity
- Guaranteed Investment Certificates (GIC)
WEALTH PRESERVATION:
- Tax Efficient Solutions
- Life Insurance
- Mortgage Insurance
- Critical Illness Insurance
- Disability Insurance
- Long Term Care Insurance
- Group Insurance
- Personal Health and Dental Plans
Christopher Poole*, B. Mgmt, CLU, CFP, CHS
Trevor Theobald*, CHS
Stan Chait*, CFP
Richard Bell*
We are Sun Life Financial advisors, these are our personal opinions and do not constitute professional advice nor do they reflect Sun Life Financial.
*Sun Life Financial advisors are contracted with Sun Life Financial Distributors (Canada) Inc.
Mutual funds offered by Sun Life Financial Investment Services (Canada) Inc.
Sun Life Financial - Clear Connection
http://tinyurl.com/a4tqujl