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Galen Nuttall | Certified Financial Planner | Belleville
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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.

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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


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

Alberta British Columbia Manitoba Nova Scotia Ontario

Certification/Additional Courses ?


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

Mutual Fund Segregated Fund Stock

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