John KlotzBA, CFP®, CLU, CH.F.C, RHU, TEP

Financial Planner

John is a graduate of the University of Toronto (BA) and the Canadian Institute of Financial Planning (Toronto) . He has successfully achieved the Chartered Life Underwriter, Chartered Financial Consu...
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Jeremy KlotzB. Math

Associate Advisor

A recent graduate of the University of Waterloo, Jeremy excels at financial matters. A keen student of the market, Jeremy has worked in wealth management and various technology roles. He is excited ab...
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