Chad Buell

Financial Planner Owner, Chad Buell & Associates Inc @Co-operators

Belleville, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Aug 2014 — Present

Financial Planner Owner, Chad Buell & Associates Inc @Co-operators

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Insurance products offered through Co-operators General Insurance Company and Co-operators Life Insurance Company. We are the largest 100% Canadian owed multi-line insurance company in Canada offering a complete shelf of general, CGL and personal insurance and investment products.Our mission is to help our clients manage risk, secure their future, and create a lasting legacy! Client peace of mind and customer satisfaction is achieved through superior products, innovative systems, caring, courteous and professional service!We look forward to seeing you in the office, talking to you on the phone or corresponding through email. If you would like to arrange a meeting to discuss your personal insurance needs please feel free to contact me directly.

EDUCATION

1994 — 1997

Carleton University

B.Comm, Finance

1988 — 1993

Trenton High School

Ontario Secondary Diploma

1992 — 1994

Loyalist College

Busines Admin

SKILLS

Critical IllnessAnnuitiesEvent PlanningProblem SolvingBusiness PlanningIncome ProtectionDisability InsuranceAsset ProtectionPlanningRetirementCustomer ServiceMentoringResearchBudgetingEmployee BenefitsLong Term CareEducation SavingsComplianceWealthInsurance PlanningGroup BenefitsCoachingHealth InsuranceFundraisingMarketing StrategyWealth ManagementStrategic PlanningTeam LeadershipRetirement PlanningBusiness StrategyMutual FundsRisk ManagementSuccession PlanningNegotiationTeam BuildingNew Business DevelopmentCustomer RelationsSmall BusinessWealth TransferInvestments

ABOUT CHAD BUELL

Life is complicated and figuring out how to reach your goals can be overwhelming. There’s…

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Chad Buell — Financial Planner Owner, Chad Buell & Associates Inc at Co-operators in Belleville, ON, CA | Unifers