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Andy Montgomery, CFP, CIMA |
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Senior Wealth Advisor
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1235 North Service Road West Suite 200 |
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Oakville |
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Ontario |
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L6M 2W2 |
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905.337.6332 |
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905.337.6335 |
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Andy specializes in working with clients to design and implement strategies for their financial future. This includes developing a cohesive total financial solution, including financial planning, estate planning, planned giving, borrowing and banking. |
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