CWP Holdings - Investment Planning Counsel Employee Directory

CWP Holdings - Investment Planning Counsel corporate office is located in 7051 Bayers Rd 110, Halifax, Nova Scotia, B3L 2C1, Canada and has 11-50 employees.

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Key Employees of CWP Holdings - Investment Planning Counsel

TB
Tara-Lynn Byro...
Financial Advisor
PhoneEmail
AF
Amber Frausell
Investment Planning Counsel
PhoneEmail
PF
Patrick Flemmi...
Associate Portfolio Manager
PhoneEmail
MR
Marcie Rossite...
Licensed Assistant
PhoneEmail
LM
Leanne Malley
Licensed Assistant
PhoneEmail
MP
Maria Power
Licensed Assistant
PhoneEmail

CWP Holdings - Investment Planning Counsel Global Presence

Location	People at location
North America	1-10

Index of contact profiles from CWP Holdings - Investment Planning Counsel

Hundreds of professionals searching for CWP Holdings - Investment Planning Counsel have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

TB
Tara-Lynn Byron
Email Direct
Financial Advisor
Canada , Nova Scotia , Halifax

PF
Patrick Flemming
Email Direct
Associate Portfolio Manager
Canada , Nova Scotia , Halifax

MR
Marcie Rossiter
Email Direct
Licensed Assistant
Canada , Nova Scotia , Halifax

LM
Leanne Malley
Email Direct
Licensed Assistant
Canada , Nova Scotia , Halifax

MP
Maria Power
Email Direct
Licensed Assistant
Canada , Nova Scotia , Halifax

AF
Amber Frausell
Email Direct
Investment Planning Counsel
Canada , Nova Scotia , Halifax

Former Employees at CWP Holdings - Investment Planning Counsel

Explore people who held key positions, contributed to CWP Holdings - Investment Planning Counsel's success, and advanced their careers.

MM
Morgan Morrison
Marketing Coordinator at McInnes Cooper
Worked as Marketing Public Relations Assistant
at CWP Holdings - Investment Planning C... (2020-2020)
Email Direct

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Frequently Asked Questions Regarding CWP Holdings - Investment Planning Counsel Employees

How many employees does CWP Holdings - Investment Planning Counsel have?

CWP Holdings - Investment Planning Counsel has 11-50 employees

Who are CWP Holdings - Investment Planning Counsel key employees?

Some of CWP Holdings - Investment Planning Counsel key employees are Tara-Lynn Byron, Amber Frausell, Patrick Flemming, Marcie Rossiter, Leanne Malley

Where is CWP Holdings - Investment Planning Counsel located?

CWP Holdings - Investment Planning Counsel’s headquarters are located at 7051 Bayers Rd 110, Halifax, Nova Scotia, B3L 2C1, Canada

How do I contact CWP Holdings - Investment Planning Counsel?

CWP Holdings - Investment Planning Counsel Contact Info: Phone number: (902) 454-2425 Website: www.wealthpartners.ca

What does CWP Holdings - Investment Planning Counsel do?

CommonWealth Partners offers personalized financial advice and services tailored to the unique needs of families. Their team of licensed professionals focuses on providing a comprehensive understanding of clients' financial situations, emphasizing a human-centered approach. They aim to help clients grow their portfolios while addressing life's sign... Read More

Is CWP Holdings - Investment Planning Counsel a public company?

CWP Holdings - Investment Planning Counsel is private company therefore does not currently have an official ticker symbol

See more information about CWP Holdings - Investment Planning Counsel Employees