Documents Special Needs Planning Presented and created by: David Yurich, B.Comm., CFP ®, RFP, CLU Director...

Slide 1Special Needs Planning Presented and created by: David Yurich, B.Comm., CFP ®, RFP, CLU Director Private Client Group, Senior Investment Advisor Slide 2 Special Needs…

Documents Sean Rheubottom, BA, LLB, TEP Regional Vice-President, Wealth Planning United Financial, a division....

PowerPoint Presentation Sean Rheubottom, BA, LLB, TEP Regional Vice-President, Wealth Planning United Financial, a division of CI Private Counsel LP 21-Year Deemed Disposition…