Specialties ? Most often advisors will have areas of specialities based on experience and training.
Categories ? We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor
Languages ? Advisors will sometimes have proficiency in languages other than English and French
Provinces Licensed | Served ? Occasionally advisors will be licensed in different provinces.
? See our glossary of certifications at https://advisorsavvy.com/glossary-financial-certifications/
Investment Products Offered ? Some advisors are able to offer different types of investment products.
Investible Asset Range: $250-500K
Years in Business: 10
Caldwell Wealth and Estate Advisory
P.O Box 20113