Thomas Wujtow
Senior Financial Planner Planificateur Financier Principal at Rosen Group Private Wealth Management
Based in Vaudreuil-Dorion, Canada
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Seniority
Other
Department
Other
Location
Vaudreuil-Dorion
Industry
Financial Services
Company size
7
Contact information
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t•••••••@rosengroup.ca
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Background
About Thomas Wujtow
Financial planning professional with 15 years of experience in financial services. I am a financial planner and licensed insurance of persons representative. I also have a Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning(U.S.) and TEP designation from the STEP Society of Canada. My expertise involves the preparation and presentation of comprehensive financial plans involving all aspects of personal net worth and cash flow, taxation and income splitting, insurance, trust and estate, US Canada cross border and corporate planning. My clients appreciate my communication skills as well as my ability to simplify complex subjects and strategies. Looking at the big picture, I am able to help answer client's specific objectives. You won't find 100 pages of graphs and tables, only what is pertinent to your financial situation and decision making. Being an impartial financial planning process, you can expect objectivity without any product sales. Financial planning is for everyone, come find out what it can do for you and your family.
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