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capital-wealth.ca

Capital Wealth Management

Capital Wealth Management is a privately owned, comprehensive financial advisory firm based in St. Catharines, Ontario. Our qualified advisory team has over 100 years of combined financial planning experience. Capital Wealth provides expertise More About Us. Top 5 Misconceptions of the Tax-Free Savings Account. Can you have more than one TFSA? Is it only for low-interest savings? 8 Tax Tips for University Students. Claim tuition and education credits, claim textbook and ancillary costs. read more.

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Capital Wealth Management | capital-wealth.ca Reviews
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Capital Wealth Management is a privately owned, comprehensive financial advisory firm based in St. Catharines, Ontario. Our qualified advisory team has over 100 years of combined financial planning experience. Capital Wealth provides expertise More About Us. Top 5 Misconceptions of the Tax-Free Savings Account. Can you have more than one TFSA? Is it only for low-interest savings? 8 Tax Tips for University Students. Claim tuition and education credits, claim textbook and ancillary costs. read more.
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1 news
2 client discovery
3 value proposition
4 advisory team
5 david somerville
6 jason pollock
7 paul farrell
8 lynda kay knapp
9 robert somerville
10 melody neheli
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news,client discovery,value proposition,advisory team,david somerville,jason pollock,paul farrell,lynda kay knapp,robert somerville,melody neheli,wendy mihaychuk,linda uronick,donna froese,ron bartleet,media library,newsletter archive,investments,advice
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Capital Wealth Management | capital-wealth.ca Reviews

https://capital-wealth.ca

Capital Wealth Management is a privately owned, comprehensive financial advisory firm based in St. Catharines, Ontario. Our qualified advisory team has over 100 years of combined financial planning experience. Capital Wealth provides expertise More About Us. Top 5 Misconceptions of the Tax-Free Savings Account. Can you have more than one TFSA? Is it only for low-interest savings? 8 Tax Tips for University Students. Claim tuition and education credits, claim textbook and ancillary costs. read more.

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Melody Neheli ACS, AIAA, AIRC | Capital Wealth Management

http://www.capital-wealth.ca/page/melody-neheli

The Power Behind Us. It’s Your Wealth Podcasts. Melody Neheli ACS, AIAA, AIRC. Melody is our Marketing Associate. She has ACS, AIAA and AIRC insurance industry designations, along with her many years of experience in the financial planning industry. Melody has 28 years experience in the insurance business. Office Phone: 905-682-5789 x222. Melody Neheli ACS, AIAA, AIRC. St Catharines, ON. Capital Wealth Management 2015.

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Paul Farrell B.Sc., CFP, CLU, CH.F.C., RHU, CSA | Capital Wealth Management

http://www.capital-wealth.ca/page/paul-farrell

The Power Behind Us. It’s Your Wealth Podcasts. Paul Farrell B.Sc., CFP, CLU, CH.F.C., RHU, CSA. Living Benefits, Estate Planning Specialist, Investment Representative. Upon graduation from the University of Western Ontario in 1984, Paul spent two years working for a tax consulting company in London. In 1986, he joined the Prudential Insurance Company and soon became one of the company’s leading agents. He was twice named Prudential’s Niagara Peninsula Agent of the Year. Office Phone: 905-682-5789 x223.

3

Lynda Kay Knapp CFP, PFP, EPC | Capital Wealth Management

http://www.capital-wealth.ca/page/lynda-kay-knapp

The Power Behind Us. It’s Your Wealth Podcasts. Lynda Kay Knapp CFP, PFP, EPC. Certified Financial Planner, Retirement and Estate Planning. Lynda gives clients a clear view of their financial picture and helps them clarify a unique dream for retirement. At what age will it happen? How will it look and feel? Lynda helps her clients create peace of mind by understanding each step toward retirement and laying out a clear path toward their ultimate goals and dreams. Office Phone: 905-682-5789 x236.

4

David Somerville CFP | Capital Wealth Management

http://www.capital-wealth.ca/page/david-somerville

The Power Behind Us. It’s Your Wealth Podcasts. Investment and Retirement Planning Specialist, Investment Representative. David specializes in providing comprehensive financial advice to business owners entrepreneurs and the individual investor. His success in developing creative business strategies while adapting to a changing world is a continual inspiration to both his clients and colleagues. David has earned his CFP (Certified Financial Planner) and CSA (Certified Senior Advisor) designation. The...

5

Linda Uronick | Capital Wealth Management

http://www.capital-wealth.ca/page/linda-uronick

The Power Behind Us. It’s Your Wealth Podcasts. Linda is our Operations Manager and brings 20 years experience in the life insurance and financial planning industry. Linda resides in St. Catharines with her husband John. She has two married children and three grandchildren. Office Phone: 905-682-5789 x227. St Catharines, ON. Capital Wealth Management 2015.

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Capital Wealth Management

Capital Wealth Management is a privately owned, comprehensive financial advisory firm based in St. Catharines, Ontario. Our qualified advisory team has over 100 years of combined financial planning experience. Capital Wealth provides expertise More About Us. Top 5 Misconceptions of the Tax-Free Savings Account. Can you have more than one TFSA? Is it only for low-interest savings? 8 Tax Tips for University Students. Claim tuition and education credits, claim textbook and ancillary costs. read more.

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Your browser is no longer supported. Please upgrade to a modern browser. Hi, I am Nathan and I am a web developer, designer and programmer. MSc - Brunel University 2007 - 2008. Grade A in Systems in Context. Organisational Change and Business Improvement. Paper was highly regarded by department which accepted it as an exemplary paper. Dissertation on Privacy Issues in Social Networking Sites awarded the Darpreet Benning award. BSc (Hons) - Brunel University 2005 - 2007. Westminster University 2004 - 2005.