Liam Owen
Investment Advisor at Caldwell Securities Ltd
Based in Canada
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Seniority
Staff
Department
Finance & Accounting
Location
Canada
Industry
Financial Services
Company size
59
Contact information
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l•••••••@caldwellsecurities.com
Phone
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Background
About Liam Owen
Investment Advisor on the Caldwell Private Wealth team at Caldwell Securities Ltd. I specialize in helping individuals meet their financial goals and plan for retirement through personalized, goal-driven portfolio planning. It starts with a simple conversation to understand what’s not working and where we can make improvements. The best time to start investing was yesterday. The second best time is now. I believe that goals backed by plans make dreams come true. Let’s connect if you’d like to explore how to align your investments with your goals.
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