Jennifer Rowell

Advocis Member Since: 2014

Jennifer Rowell

Company:

Mandeville Private Client Inc. and Clear Wealth Group Inc.
Location:

Burlington, ON
Canada
L7P 4V7
Website:

https://www.clearwealthgroup.com
Phone:

905-331-4255 Ext: 7431

Years in Business:
6 - 10 Years

Clientele:
Pre-retired, Self-employed, Professionals, Retired, Medical practitioners, Professional athletes, Caregivers, Other

Languages:
English

Designations:

CFP®
RRC

Advocis Member Since: 2014

Area of Expertise:
Education Planning, Insurance Planning, Investment Planning, Mortgages and Debt Planning, Retirement Income Planning, Retirement Planning, Employee/Group Benefit Plans, Estate Planning, Business Transition Planning, Divorce and Separation Planning, High Net Worth, Multi-generational Family Service, Post-Retirement Benefits, Severance Planning, Small Business Planning, Succession Planning, Tax Planning, Socially Responsible/Ethical Investment Planning, Planning for those with Disabilities

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