Jason J. Manor, CFP®
Financial Planner
You can reach me at: 613-274-2610 Ext. 331 Jason has over 19 years of experience in the financial, retirement and estate planning industries. Jason’s knowledge and professional integrity have been the...
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Client Care Manager
As a Client Service Specialist, Nancy brings 20+ years of customer service experience, with the past 11 years focused on the financial services industry. Nancy is responsible for communications with c...
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