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VerifiedFinancial Services· Founded 2013

Cwp Financial Services Inc

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

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HeadquartersToronto, CanadaEmployees2(1 to 10)Founded year2013Websitecwpfinancial.comLinkedIn profileLinkedIn

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  • 1licensed executive assistant
  • 1president

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