Jeremy Samuels CFP®, CLU

Executive Financial Consultant,
Holistic Financial Planning – Retirement Analysis Focus
  • Team lead
  • Joined the financial planning industry in 2010
  • CERTIFIED FINANCIAL PLANNER® professional (2015)
  • Registered Retirement Consultant (RRC) 2015
  • Chartered Life Underwriter (2020)
  • Passion for fishing, golfing and snow sports
  • Travel enthusiast
  • Proud father


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