M.Sc., CFA, CFP
Address10175 â 101 St. NW
Edmonton, AB T5J 0H3
My BackgroundMo is passionate about helping people becoming more knowledgeable and confident about their finances. He draws on extensive financial planning experience. With robust analytical skills, he leverages the knowledge and expertise of our in-house tax, estate, insurance and philanthropic professionals. Mo advises high net worth families and business owners on complex issues. This includes retirement and income planning, tax planning, cash management, business succession, estate planning, and charitable giving.
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