Will & Estate

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Bonnie Kaplan, LL.B, TEP

Vice-President & Will & Estate Consultant


Insurance

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Daniel C. Duchesne, MBA, F.Pl.

Vice-President & Financial Security Advisor


High-Net-Worth Planning

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Paule Gauthier, CPA, CA, LL.M, TEP

Vice-President, High Net Worth Planning Services


Financial Planning

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Richard Cléroux, MBA, LL.B, F.Pl., FCSI, CIM, CFP, JD

Financial Planning Specialist