John Doe

Financial Security 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

Five ways you can spend less on entertainment

Jun 15, 2022 - Canada Life

To help you stay on budget while still doing the things you enjoy, check out these tips...

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May 2022 market update

Jun 07, 2022 - Canada Life Investment Management Ltd.

Canadians aren’t just having a difficult time at the pumps. Read our monthly update to find out what’s been moving markets...

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Financial planning for LGBTQ+ families

Jun 01, 2022 - Canada Life

From financial planning to estate planning, there are many aspects to financial wellness that are unique to LGBTQ+ individuals, partnerships and families. Here are some considerations for your individual LGBTQ+ financial planning...

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