Galen Nuttall

Change your cover photo

Galen Nuttall

Certified Financial PlannerCaldwell Wealth and Estate AdvisoryBelleville, Ontario

I love helping Canadians make sense of their options.

I take my masters in Education add it to my CFP designation and BAM! make complex financial concepts simple.

This user account status is Approved

About About

Reviews Reviews

Specialties ?
Most often advisors will have areas of specialities based on experience and training.

Business Owners Insurance Planning Works Remotely Retirement Income Planning Works Remotely

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Financial Planner

Languages ?
Advisors will sometimes have proficiency in languages other than English and French

Spanish

Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.

Alberta British Columbia Manitoba Nova Scotia Ontario

Certification/Additional Courses ?
See our glossary of certifications at https://advisorsavvy.com/glossary-financial-certifications/

CFP®

Investment Products Offered ?
Some advisors are able to offer different types of investment products.

Mutual Fund Segregated Fund Stock

About Galen

Investible Asset Range: $250-500K

Years in Business: 11

Fee-based: Mixed

I love helping Canadians make sense of their options. I take my masters in Education add it to my CFP designation and BAM! make complex financial concepts simple.

Caldwell Wealth and Estate Advisory

P.O Box 20113

Belleville
Ontario
Canada
K8N1P0

About Galen

Caldwell Wealth and Estate Advisory

Consumers

Advisors

AdvisorSavvy

Subscribe now and get 12 Smart Questions Everyone Should Ask Their Financial Advisor