CWP Financial Services Email Formats

Financial Services • Toronto, Ontario, Canada • 1-10 Employees

CWP Financial Services Email Formats

CWP Financial Services uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@sunlife.com), used 100% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@sunlife.com	100%

Key Contact at CWP Financial Services

Chris Poole

President

Company overview

Headquarters	1 Yonge Street, Suite 109, Toronto, Ontario M5E 1E5, CA
Website	cwpfinancial.com
NAICS	52
Keywords	Tax Planning, Financial Advice, Estate & Financial Planning, Risk Management Solutions, Shareholder Agreements, Family Trusts, Corporately Owned Insurance, Pension Conversions, Personal & Family Financial Planning, Wills & Power Of Attorney Advice
Founded	2013
Employees	1-10

About CWP Financial Services

At CWP Financial Services Inc. we specialize in serving business owners, corporate executives & medical professionals by creating corporate and personal financial plans through valuable relationships with trusted advisors. WEALTH ACCUMULATION: - RRSP, RESP, TFSA - RRIF, LIRA, LIF - Segregated Funds - Mutual Funds - Payout Annuity - Accumulation Annuity - Guaranteed Investment Certificates (GIC) WEALTH PRESERVATION: - Tax Efficient Solutions - Life Insurance - Mortgage Insurance - Critical Illness Insurance - Disability Insurance - Long Term Care Insurance - Group Insurance - Personal Health and Dental Plans Christopher Poole*, B. Mgmt, CLU, CFP, CHS Trevor Theobald*, CHS Stan Chait*, CFP Richard Bell* We are Sun Life Financial advisors, these are our personal opinions and do not constitute professional advice nor do they reflect Sun Life Financial. *Sun Life Financial advisors are contracted with Sun Life Financial Distributors (Canada) Inc. Mutual funds offered by Sun Life Financial Investment Services (Canada) Inc. Sun Life Financial - Clear Connection http://tinyurl.com/a4tqujl

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

CWP Financial Services has never raised funding before.

Frequently asked questions

CWP Financial Services is located in Toronto, Ontario, CA.

CWP Financial Services was founded in 2013, making it 13 years old. The company has established itself as a significant player in its industry over this time.

CWP Financial Services has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at CWP Financial Services

Chris Poole

President

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