Nick Giovannetti, CFP® CLU® CHS® CCS

Categories

FINANCE & INSURANCE - Financial PlannerFINANCE & INSURANCE - Financial/Insurance ServicesFINANCE & INSURANCE - Investment Management

About Us

Looking for something different?

We have an independent approach to planning and advice. Our strategies help families and business owners continue on their growth trajectory while protecting what matters most.

Our wealth strategies have been referred to as the most effective tax-savings solutions permitted by Canadian tax legislation and can generate the highest levels of wealth in Canada for our clients eclipsing all other registered savings vehicles such as TFSAs, RESPs, RRSP, and IPPs. Truly world-class for business owners, incorporated professionals & high net worth families.

Our true pooled group benefit plans are exclusive to our firm and are not available anywhere else. We have customized employee benefits for companies of any occupation and size ... including sole proprietors.

In an industry overrun by myths and misinformation ... not all advice is created equal. Seek out an accredited financial industry professional.

I currently hold the accredited Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®) and Certified Health Insurance Specialist (CHS®) and the Certified Cash Flow Specialist™ designation. I am also working towards my completion of the IBC Practitioners Program.

Some Personal Details - Father, Golfer, Musician!

For my Socials, My Calendar and To Connect - click the link below:
www.linktr.ee/NickGiovannetti

Rep/Contact Info

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Nick Giovannetti CFP, CLU, CHS, CCS
Certified Financial Planner®, Private Wealth

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