Mukesh Patel, CFP

Financial Planner and Insurance Advisor

As a Certified Financial Planner (CFP) with 20 years of experience, I specialize in helping clients secure their financial future. While life insurance is an important part of my services, it’s just one aspect of my comprehensive financial planning. To learn more about how I can assist with investment planning, education planning for kids, and retirement, please visit my primary website here. Setuplan.ca.

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