Cary KreuzwiesnerCFP®

Financial Planner

Cary Kreuzwiesner started in the financial industry in 1987 with Sun Life Financial. He moved over to the IQON Financial Inc. in 2003. In 2007, he changed to be a part of the Investment Planning Counsel.

He has provided Life Insurance, Group Benefits and Investment Planning, for over 20 years. He started with helping people protect their family with life insurance and savings for the future. In 1992, he completed the mutual funds course to expand the investing options for his clients. In 1999, he achieved his Certified Financial Planner (CFP®).

He has provided a full financial planning for his clients to help them protect their families and still be able to invest for the future with the proper investment risk to achieve their goals.

 

Insurance products and fee for service financial planning available through Smart Wealth Advice Inc.