John Doe (Self-branded)

Insurance Advisor
Investment Representative

John Doe is a tax and financial advisor who believes in helping clients with comprehensive financial services with an emphasis on tax planning and preparation, individual retirement, investments and insurance.

 

He combines personal attention with a focus on strategic, tax-efficient financial planning and over 10 years of experience in the tax and financial services industry to help his clients achieve financial prosperity. The ability to be a full service provider of financial needs allows Marco to create seamless and convenient experiences for his clients.

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Recent Posts

How key person insurance can help your business

Nov 15, 2022 - Canada Life

Key person insurance is insurance a company buys on the life or health of an owner or employee crucial to the company’s success....

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October 2022 market update

Nov 10, 2022 - Canada Life Investment Management Ltd.

Central banks take another shot at taming inflation...

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Planning for probate and estate administration taxes (excluding Quebec)

Nov 07, 2022 - Canada Life

Six effective probate planning strategies to consider when discussing your clients overall estate plan....

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