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Richard Bell
Associate Sales Advisor at Cwp Financial Services
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Work Experience
Associate Sales Advisor
Jun 2018 - Present · 6 years and 6 months
Consultant Sales
Nov 2016 - Jun 2018 · 1 years and 7 months
Sales Consultant
Mar 2013 - Nov 2016 · 3 years and 8 months
Company Details
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
Year Founded
2013
Social Media
Linkedin
Industry
Financial Services
HQ Location
1 Yonge Street, Suite 109 Toronto, Ontario M5E 1E5, CA
Keywords
Estate & Financial PlanningRisk Management SolutionsFinancial AdviceTax PlanningShareholder AgreementsCorporately Owned InsuranceFamily TrustsPension ConversionsPersonal & Family Financial Planningand Wills & Power of Attorney Advice
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