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Jeff Caron

ConsultantIG Wealth ManagementMississauga, Ontario

Working with clients to develop personalized holistic financial plans for them and their families.

As a financial planner, I help families/business owners achieve their personal financial goals. I am able to assist in Retirement Planning, Insurance, Investments, Banking, Mortgage Planning, Estate and Succession Planning.

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

Insurance Planning Tax 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
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