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| 电子邮件 | ema***@***.com | 获取Email |
|---|
| 电子邮件 | ema***@***.com | 获取Email |
|---|
Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Wellington-Altus Asset Management Inc., and Wellington-Altus Private Wealth Inc.—the top-rated* wealth advisory company in Canada and one of Canada's Best Managed Companies. With more than $25 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients. *Investment Executive 2023 Brokerage Report Card.
| 公司 | Wellington-Altus |
|---|---|
| 职位 | Vice-President, Advanced Wealth Planning Group |
| 地点 | Canada |
| http://www.linkedin.com/in/judith-charbonneau-kaplan-67b3739b | |
| 部门 | |
| 头衔 | Vice-President, Advanced Wealth Planning Group |
Wellington-Altus Vice-President, Advanced Wealth Planning Group
2022-05-01 -
Chartered Professional Accountants of Canada (CPA Canada) Lecturer and Faciliator - In Depth Tax Course
2016-10-01 -
KPMG Canada Senior Manager, Tax
2015-10-01 - 2022-05-01
KPMG Canada Manager, Tax
2015-01-01 - 2015-10-01
Stikeman Elliott LLP Tax Lawyer
2012-03-01 - 2014-10-01
Judith Kaplan 在 Wellington-Altus 担任 Vice-President, Advanced Wealth Planning Group
Judith Kaplan 在 Wellington-Altus 的职位是 Vice-President, Advanced Wealth Planning Group
Judith Kaplan 的电子邮件地址是 ema***@***.com
Judith Kaplan 的电话号码是 -
Judith Kaplan 的公司电话号码是 +187****
Judith Kaplan 在 financial services 工作。
Judith Kaplan 的一些同事包括Clark Lowry、Shawn Mustard、Michael Korba、Rhonda Cohen-GagnonKevin Komlenovich、。
Judith Kaplan联系方式： 电子邮件地址：ema***@***.com 电话号码：-
Judith Kaplan 的个人领英是：http://www.linkedin.com/in/judith-charbonneau-kaplan-67b3739b
Judith Kaplan 的办公地点：100-701 Pembina Hw, Winnipeg, Manitoba, CA, R3M 2L7
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