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Wealth PractitionersMastermind Group of Specialized Wealth Practitioners, working together to provide holistic planning: Certified Financial Planners, Chartered Professional Accountants, Insurance Specialists, Realtors, Mortgage Agents & Lawyers
"Capturing real estate goals and mortgage strategies in customized financial plans"
Contact: Greg.Bedard@wealthpractitioners.ca
"Senior level experience as a Top Advisor from one of the big banks. Financial Planning for business owners and real estate investors wanting to preserve their family legacy"
Licensed Insurance Agent for Life, Critical Illness, Disability, Long-term care, Travel Insurance, Foreign Visitor Coverage
Contact: Ehsan@wealthpractitioners.ca
"Working with clients and coordinating with specialists to implement a highly customized investment plan"
Contact: Mike.Chung@wealthpractitioners.ca
