Financial Planning

By: Intueri Business Solutions  04-07-2012
Keywords: Financial Planning, Risk Management, certified financial planner

The Intueri Group has worked with business owners in BC, Alberta, and Ontario providing team based advisory services for both personal and corporate planning in areas including: Key man Retention Strategies, Partnership Agreements, Estate Planning, Risk Management, Retirement Planning and Business Succession Planning.

Keywords: certified financial planner, Financial Planning, Risk Management, Shareholder Arrangements

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