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David Phipps, Assante Capital Management Ltd.

For more than 19 years, David has been a financial advisor helping individuals and families achieve their financial planning goals, by providing advice on Investment Planning; Insurance Planning; Tax Planning; Retirement Planning; Estate Planning; Intergenerational Wealth Transfer Planning; and Educational Savings Planning.
For more than 19 years, David has been a financial advisor helping individuals and families achieve their financial planning goals, by providing advice on Investment Planning; Insurance Planning; Tax Planning; Retirement Planning; Estate Planning; Intergenerational Wealth Transfer Planning; and Educational Savings Planning.

Company Profile

For more than 19 years, David has been a financial advisor helping individuals and families achieve their financial planning goals, by providing advice on Investment Planning; Insurance Planning; Tax Planning; Retirement Planning; Estate Planning; Intergenerational Wealth Transfer Planning; and Educational Savings Planning. Working with a network of highly skilled professionals in Ottawa he is dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of his clients’ lives.

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Address Details:
1600 Carling Avenue Suite 550
Phone: (613) 729-3222
Fax: (866) 332-6999
E-mail: dphipps@assante.com
Website:
Opening Hours:

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