Corey Butler

Financial Security Advisor @Freedom 55 Financial

Ottawa, CA
MOBILE NUMBERS
+91 *********19

Signup · Get unlimited contacts

WORK HISTORY

Sep 2017 — Present

Financial Security Advisor @Freedom 55 Financial

View department →

Ottawa, ON, CA

Freedom 55 Financial offers Canadians financial advice and planning. As a Financial Advisor, I helped clients build and manage wealth through holistic financial planning. This included identifying each client’s goals and creating a tailored financial plan to help achieve those unique goals. My focus was wealth management, financial planning and investment solutions. Freedom 55 Financial is a division of Canada Life.

SKILLS

Financial MarketsFixed IncomeFinancial PlannersInvestment StrategiesAlternative InvestmentsLife InsuranceSocial NetworkingPortfolio ManagementLoansBusiness DevelopmentWealth ManagementInvestmentsFinancial AdvisoryStrategic Financial PlanningEquitiesWealthAsset ManagementRetirement PlanningInvestment AdvisorySecuritiesEstate PlanningPublic SpeakingAprenticed MasonaryCritical IllnessFinancial PlanningInsurance PlanningTfsaMutual FundsFixed AnnuitiesSegregated FundsCapital MarketsFinancial ServicesCreditInsurance

ABOUT COREY BUTLER

I’m a Wealth Advisor in Ottawa with over 18 years of experience in the investment and…

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Corey Butler — Financial Security Advisor at Freedom 55 Financial in Ottawa, CA | Unifers