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Jason Min

Financial Security PlannerQuadrus Investments/Canada LifePickering, Ontario

Passionate about building strong relationships providing an efficiecnt planning approach centred around trust and Integrity.

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

Employee & Group Benefit Planning Estate Planning

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

English

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

Ontario

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

Annuity Canada Savings Bond (CSB) Exchange Traded Fund (ETF) Mutual Fund Segregated Fund
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