Brian Zufelt

Advocis Member Since: 1980

Brian Zufelt

Location:

ON
Canada
Phone:

(416) 569-9764

Years in Business:
26+

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

Languages:
English

Designations:

CFP®

Advocis Member Since: 1980

Area of Expertise:
Insurance Planning, Employee/Group Benefit Plans, Estate Planning, Business Transition Planning, Executive Compensation and Benefits, High Net Worth, Small Business Planning, Succession Planning, Charitable Giving

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