Mastermind Group of Specialized Wealth Practitioners, working together to provide holistic planning: Certified Financial Planners, Chartered Professional Accountants, Insurance Specialists, Realtors, Mortgage Agents & Lawyers
Mazen Al-Taher, In Partnership - Insurance Advisor "Tieing in Commercial Lending Experience with Holistic Planning for Business Owners" . Contact: mazen@wealthpractitioners.ca
Ken Morawski, Project Coordinator "Team Player" Liaison between advisors and investment partners Contact: admin@wealthpractitioners.ca
Maricel, CPA, CGA, CFP, RRC "Hands on approach - Working with all team members to finalize financial plans" Certified Financial Planner - Tax efficient investment strategies for real estate investors, business owners and incorporated professionals Contact: Maricel@wealthpractitioners.ca