Marci Perreault

Marci Perreault

Company:

Carleton Financial Services Inc.

Location:

Ottawa, ON
Canada
K1S 1V9

Website:

http://www.carletonfs.com

Phone:

(613) 231-7700 x 223

Years in Business:
26+

Clientele:
Pre-retired, Self-employed, Professionals, Retired, Medical practitioners

Languages:
English

Designations:

• CFP®
• 

Area of Expertise:
Education Planning, Insurance Planning, Investment Planning, Retirement Income Planning, Retirement Planning, Business Planning, Employee/Group Benefit Plans, Estate Planning, Executive Compensation and Benefits, High Net Worth, Post-Retirement Benefits, Small Business Planning, Succession Planning, Tax Planning