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Planificateurs financiers near Goulbourn ON (2 Result(s))
Craig & Taylor Associates opened its doors in 1985 and is now one of the largest, independent financial and retirement planning firms in the National Capital Region. We create customized personal financial plans using the most sophisticated planning software to meet and maintain our clients financial independence and lifestyle goals. To implement the strategies recommended in our clients individualized financial plans, we offer independent advice on investment, risk coverage and estate planning solutions. Our strength is built upon a foundation of expertise, integrity, respect and trust. How very proud we are to say that our client base now spans multi-generations of families.
Since 1978, we have been providing clients in Ottawa, Westboro, Gatineau and surrounding areas with sound, professional and unbiased financial advice. Our philosophy has remained unchanged through the years and that is to make what can be a complex process, straightforward and easy to understand. We partner with numerous investment management and insurance firms to ensure that our clients benefit from the best available products and services. We challenge the methods in which traditional and non-traditional banks and other financial firms provide services to meet the needs of their clients.
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