FAWCETT, Paul: CFP®, CLU, CHS, EPC, CAFA®

I have been helping insurance professionals, brokers, financial planners and in turn Canadians manage risk and plan for a prosperous future since 1994. My unique combination of experience, education and honesty has helped me develop successful strategies and results.

I have extensive experience in marketing, sales expertise in Life Insurance, Retirement planning and Estate planning. In addition, I have worked in Business Succession planning, Farm Estate planning and professional corporate training within the industry. I have created and presented a wide variety of Insurance related concepts and products from Buy-Sell to Split dollar concept.

As part of my professional development, for the past two years I have volunteered as the Program Co-ordinator for Advocis Edmonton.

Specialties: Risk Management & Protection
Life, Disability, & Critical Illness Insurance
Retirement Readiness
RRSP’s, TFSA’s
Income for life strategies