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Gene Eberley, CLU — Estate Planning Consultant
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I have been serving clients in the financial services industry for 24 years. I am qualified as a Chartered Life Underwriter (CLU), and specialize in simplifying the complexities of tax, estate and financial planning for individuals and businesses. My strengths include wealth conservation, tax minimization, paper trail co-ordination, and networking with Chartered Accountants and lawyers on behalf of my clients. I live in Sherwood Park with my son and enjoy serving on community boards, refereeing hockey and golfing. |
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