Nathaniel Rosenkrantz, Cfp®, Clu® Email and Phone Number
As a Certified Financial Planner™, I specialize in helping professionals make the most of their hard-earned money, to enjoy a better life and a secure retirement.Success Stories:--> Doubled my client's RRSP portfolio from $1,000,000 to over $2,000,000 in under 7 years--> Helped my client realize her retirement 5 years earlier than she'd planned--> Built an estate plan that helped lower taxes and pass on more wealth to the heirs--> Helped my client save thousands of dollars in fees and taxes--> Built a retirement plan that helped determine exactly when to take CPPLet me help YOU reach your goals and prosper! Book a complimentary meeting with me today:https://calendly.com/nathanielrosenkrantzemail: nathaniel@truvisionfinancial.comPh: 905-662-2424 ext. 300
Truvision Financial Services
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Certified Financial Planner™Truvision Financial Services Apr 2021 - PresentStoney Creek, OnProvides clients with comprehensive financial planning services, including retirement, investment, estate, and tax planning. Collaborates with clients to develop customized strategies based on their needs and goals.My team and I work to create financially independent Canadians. Through the delivery of tailored advice and professional investment management strategies, the team works closely with each client to enable them to realize their financial goals. Nathaniel holds the CFP and CLU designations. He has been in the financial services industry since 2017, and with the support of Truvision's best-in-class tools and resources, he provides his clients with comprehensive wealth management solutions and peace of mind. Specializing in: • Wealth Management Solutions• Financial and Estate Planning• Retirement and Education Planning• Intergenerational Wealth TransferWhen Nathaniel is not working, you can find him taking his dog Maple for a run, out on the golf course, or playing hockey. Nathaniel is a proud member of Advocis, The Financial Advisors Association of Canada.Contact InformationName: Nathaniel RosenkrantzTel: 905-662-2424 x300Email: nathaniel@truvisionfinancial.comWebsite: nathanielrosenkrantz.com
Nathaniel Rosenkrantz, Cfp®, Clu® Skills
Nathaniel Rosenkrantz, Cfp®, Clu® Education Details
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Business/Commerce, General
Frequently Asked Questions about Nathaniel Rosenkrantz, Cfp®, Clu®
What company does Nathaniel Rosenkrantz, Cfp®, Clu® work for?
Nathaniel Rosenkrantz, Cfp®, Clu® works for Truvision Financial Services
What is Nathaniel Rosenkrantz, Cfp®, Clu®'s role at the current company?
Nathaniel Rosenkrantz, Cfp®, Clu®'s current role is Certified Financial Planner™ | Wealth Management | Life Insurance | Education Savings | Retirement Planning.
What schools did Nathaniel Rosenkrantz, Cfp®, Clu® attend?
Nathaniel Rosenkrantz, Cfp®, Clu® attended Carleton University.
What skills is Nathaniel Rosenkrantz, Cfp®, Clu® known for?
Nathaniel Rosenkrantz, Cfp®, Clu® has skills like Networking, Insurance Planning, Critical Illness Insurance, Public Speaking, Retirement Planning, Estate Tax Planning, Segregated Funds, Wealth Management, Life Insurance, Mutual Funds.
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