Value of Financial Advisors
Advice for Millennials
Financial Advisor CLU, CH.F.C., CFP, C.H.F.S.
SPECIALTIES: Financial, Retirement, Estate and Tax Planning. Mutual Funds, Insurance Products, RRSPs, RRIFs and Annuities. Mr. Eppstadt has been providing independent financial strategies in the Ottawa area for over 40 years. He is the president of Future Financial Planning Group. He is a Chartered Life Underwriter (CLU), a Chartered Financial Consultant (CH.F.C.), a Certified Financial Planner (CFP) and a Certified Hedge Fund Specialist (C.H.F.S.). Mr. Eppstadt is able to offer mutual funds through one of Canada’s largest, independent mutual fund dealers, Worldsource Financial Management Inc. Mr. Eppstadt has been an advisor with Worldsource since their inception and has been a Worldsource ‘Top Performer’ for over 20 years – a recognition given to less than one percent of all Worldsource advisors. In addition to mutual funds, Mr. Eppstadt holds a Life Insurance License which allows him to advise on and sell Annuities, Life, Accident & Sickness, Disability, Critical Illness and Long Term Care Insurance through term/mart Insurance Agency Inc. One of Carl’s passions is golf and he is a long standing member at the prestigious Rivermead Golf Club. Carl also enjoys renovating projects in the summer and downhill skiing at Mont Ste. Marie in the winter.
Financial Advisor CFP, CIM
In January 2010, Julie joined Future Financial after 10 years in the broker channel with RBC Dominion Securities. Julie holds the Certified Financial Planner (CFP) and Chartered Investment Manager (CIM®) designations, offers mutual funds through Worldsource Financial Management Inc and is Life Licenced.
Clients know Julie to have strong attention to detail and she is committed to providing a very high-level of service. Financial planning for investors whether novice or sophisticated is where Julie finds her passion. Julie is continually is expanding her financial planning skill set through professional development courses, which enhances the service she provides to her clients. Julie is the Treasurer on the Board of Directors of the Civic Hospital Neighbourhood Association and is very active in her community.