Dear fellow members of the Swedish-Canadian Chamber of Commerce – Kära kollegor i Svensk-Kanadensiska Handelskammaren,
With more than 20 years experience in wealth management, my team and I specialize in helping families and small business owners in managing their financial affairs and meeting their many challenges.
Managing financial affairs would include investment, retirement and estate planning services, as well as working closely together with other professionals like tax accountants and lawyers.
Our focus on delivering strong, risk adjusted results, based on a high skill, experience and commitment level, allows our clients to achieve peace of mind, knowing that their affairs are handled with utmost care, competence and confidentiality.
All members of the SCCC would be welcome to an in depth financial check up and diagnosis without obligation or cost.If this would be of interest, please contact me at 416 492 5555 or at firstname.lastname@example.org Klaus Koeppen, MBA Investment Advisor CIBC Worldmarkets Inc. 300 – 150 Caroline Street South Waterloo, ON, N2L 0A5 416 492 5555