Rob Dempster CFP®, CLU
Carleton Financial Services Inc. o/a Dempster Financial Group Ltd.
We hope you enjoy this edition of our e-newsletter as the newest way to keep you informed on a variety of educative topics such as life and disability insurance, critical illness and long term care insurance, estate planning, business planning and asset management, and money-related topics through all phases of life.
Linking clarity, wise choices and happiness.
Some of the most important decisions we make in life have to do with our wealth - how we'll create it, how to protect it, how to ensure it serves our families and how it protects future generations.
All of these decisions have significant repercussions. But addressing the wealth and risk management concerns of any client fundamentally reduces down to two things – clarity and action.
Carleton Financial Services delivers both.
Please visit us at www.carletonfs.com
Rob Dempster CFP®, CLU, President/Wealth Coach - rob@carletonfs.com - 613 231 7700 ext 225
Geoff Dempster, HBComm, Vice President/Wealth Coach - geoff@carletonfs.com - 613 231 7700 ext 227
Kari Larouche, Executive Assistant/Operations Manager - kari@carletonfs.com - 613 231 7700 ext 228
Victoria Bowmaster, Manager, Client Relations - victoria@carletonfs.com - 613 231 7700 ext 222