Jeffrey L. Appotive, CFP,CLU,CH.F.C.
Member Since: 10/01/1976

Profile Summary
Company
JL Appotive Fin Plan Inc
Location
Ottawa, ON
K1J 9C1
Website

Phone
(613) 742-4422

Languages
English

Clientele

Medical practitioners
Pre-retirement
Professionals
Retired
Self-employed

Years In Business
20-30

Area of Expertise
Charitable Giving
Education Planning
Employee/Group Benefit Plans
Employee/Group Benefit Plans
Estate Planning