CWP Financial Services Inc. is rated 3 out of 5 in the category financial services. Read and write reviews about CWP Financial Services Inc.. At CWP Financial Services Inc. we specialize in serving business owners, corporate executives & medical professionals by creating valuable corporate and personal financial plans through valuable relationships with trusted advisors. WEALTH ACCUMULATION: - RRSP, RESP, TFSA - RRIF, LIRA, LIF - Segregated Funds - Mutual Funds - Payout Annuity - Accumulation Annuity - Guaranteed Investment Certificates (GIC) WEALTH PRESERVATION: - Tax Efficient Solutions - Life Insurance - Mortgage Insurance - Critical Illness Insurance - Disability Insurance - Long Term Care Insurance - Group Insurance - Personal Health and Dental Plans Christopher Poole*, B. Mgmt, CLU, CFP, CHS Trevor Theobald*, CHS Stan Chait*, CFP Richard Bell* We are Sun Life Financial advisors, these are our personal opinions and do not constitute professional advice nor do they reflect Sun Life Financial. *Sun Life Financial advisors are contracted with Sun Life Financial Distributors (Canada) Inc. Mutual funds offered by Sun Life Financial Investment Services (Canada) Inc. Sun Life Financial - Clear Connection http://tinyurl.com/a4tqujl
Address
1 Yonge Street, Suite 109
Company size
1-10 employees
Headquarters
Toronto, Ontario