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Lise Allin Insurance & Estate Planning, Guelph Office

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Phone

613 8859335

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Service Number

n/a

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Fax Number

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Last Updated On

Aug. 2, 2025, 12:39:15 p.m.

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93 Arthur Street South

N1E 0T3Guelph

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Listing ID

47374191

About Lise Allin Insurance & Estate Planning, Guelph Office

Our financial planning center and empathetic, intelligent financial planners have been helping our clients grow and preserve wealth for over four decades. Each client receives a three meeting full financial plan, at no fee which is theirs to keep. After a decision from the client that we are a fit for coaching them and implementing their financial plans and Life insurance and wealth portfolios, we have regular reviews to monitor their portfolios and targets and keep them connected to their money.

Keywords

Retirement PlanningFinancial PlanningLife InsuranceMortgage InsuranceInvestmentsPension TransferRRSPsRRIFsRESPsSegregated FundsETFsHigh Net Worth Accounts

Opening Hours

Monday

9:30 a.m. - 4:30 a.m.

Tuesday

9:30 a.m. - 4:30 a.m.

Wednesday

9:30 a.m. - 4:30 a.m.

Thursday

9:30 a.m. - 4:30 a.m.

Friday

9:30 a.m. - 4:30 a.m.

Saturday

Closed

Sunday

Closed

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