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Photo   Carl Eppstadt,
  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 since 1978. 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 holds a mutual fund license, which is sponsored by one of Canada's largest, independent mutual fund dealers, Worldsource Financial Management Inc. He also holds a Class II Life Insurance License which allows him to deal with most life insurance companies, rather than being affiliated with only one life insurance company.

Associations and Memberships include:

  • The Canadian Association of Financial Planners (now known as Advocis)
  • Ottawa Estate Planning Council
  • Canadian Association of Insurance and Financial Advisors (Advocis)
  • The Institute of Chartered Life Underwriters and Chartered Financial Consultants
  • Independent Life Insurance Brokers of Canada
  • Contributor to the Financial Post
  • Speaker on Retirement, Estate, Pensions, RRSPs, RRIFs, Mutual Funds, Insurance and Investments
  • Subscriber to Compulife software, a Canada-wide life insurance shopping service
  • Subscriber to the Canadian Annuity Exchange (Cannex), a Canada-wide GICs, annuity shopping service
   

Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc.
Other Products and Services are offered through Future Financial Planning Group and Term/Mart.

All information provided is believed to be accurate and reliable, however, we cannot guarantee its accuracy. Worldsource Financial Management Inc. will not be held liable for any inaccuracies in the information presented, nor will WFM be held liable for any software damages resulting from the use of this website. Mututal funds are offered in Canada only.
       
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Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc.
Other Products and Services are offered through Future Financial Planning Group and Term/Mart.


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