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Estate Planning Council of CANADA

Dan Kennedy

Cremasco Financial Inc

 

Member profile details

First name
Dan
Last name
Kennedy
Organization / Company Name
Cremasco Financial Inc
Province
Ontario
City / Town
Guelph
Picture / Headshot
Profession / Category
Financial Planner CFP/ PFP/ RFP
Phone number
519-836-1791
Office Address
Cremasco Financial
585 Scottsdale Drive
Guelph ON N1G 3E7
Firm website
www.Cremasco.com
Education / Professional Designation(s)
BA
CFP
Mutual Fund Branch Manager
Areas of focus or specialization
As a successful financial advisor and consultant of life insurance and related products for over 35 years, I have had the opportunity to work with a number of business owners and their families. Through this experience I have come to be an avid fan of entrepreneurial spirit and have thoroughly enjoyed learning about their challenges and successes.

Specializing In working with Business Owners
- Buy Sell Planning and Funding
- Wealth Planning
- Intergenerational Estate Planning
- Group Retirement Plans and Group Benefits

About EPCC

We promote cross-education, referrals and connection for the broad spectrum of Estate Planning and Estate Administration Professionals and foster a collaborative approach to all planning and share best practices.

We link and support Estate Planners across Canada and represent a global community online.



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