Alan Acton
Portfolio Manager at National Bank of Canada
Ottawa, ON
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Area of specialty
- Generalist
- Budgeting
- Business succession planning
- Comprehensive financial planning
- Credit counselling
- Debt management
- Divorce and separation
- Education planning
- Elder care
- Estate planning
- Executive compensation and benefits
- Inheritance
- Insurance planning
- Investment planning
- Professional corporations
- Retirement income management
- Socially responsible investing
- Retirement planning
- Small business
- Tax planning
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