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Meet Ryan
Ryan Jewel, BCOMM, CFP, CLU
Leeann Chesky (Life Insurance Agent) wants to announce the new insurance advisory partnership with Ryan Jewel, BCOMM, CFP, CLU, from Advico in Sherwood Park, Alberta. Ryan brings a wealth of expertise in helping high net worth individuals with complex estates, business owners, and professionals achieve their succession and estate goals through innovative insurance solutions, tax strategies, and succession/estate planning.
This collaboration will elevate the planning process, offering a uniquely customized approach tailored to each client's needs. Our big-picture view works in synergy with the clients' accountants and lawyers, ensuring that the focus remains on the clients and their goals for the future.
Implementing complex insurance strategies takes time, and we are committed to working diligently until our clients are satisfied and the solutions are in place. There will be no compensation until our clients are fully satisfied.