CDS Financial, incorporated in 2010, specializes in financial planning, insurance, investments, employee benefits as well as group and individual health plans. We can also help create corporate tax and estate planning strategies.
With over 50 years of combined experience, our team has the talent and knowledge to analyze your goals and needs, so that we can recommend the best products and strategies to fit your current situation.
Our team is comprised of a dynamic group of individuals with various areas of expertise, but we all have this in common--a commitment to ethics and integrity. You can count on unbiased recommendations and guidance.
Gary has been involved in the financial industry since 2001. He specializes in corporate insurance and buy sell agreements, as well as group insurance and pension plans for corporations; working with several companies, large and small, throughout the Maritimes.
Owen began his career in the financial industry in 1993; bringing over 25 years of experience to CDS. He specializes in financial and investment planning, corporate tax strategies, as well as employee benefits; working with various sized companies throughout Atlantic Canada.
As an expert in both tax and advanced life insurance concepts in the larger case market, Christopher brings his highly developed presentation skills and knowledge resources to CDS clients.
We have always been more than satisfied with their performance. CDS has consistently reviewed our account to ensure we are receiving the best value to meet our needs.
We have had a long and successful relationship with CDS; we highly recommend them for either financial or group insurance brokering.
CDS is highly professional and believe that each client be dealt with the utmost confidentiality.
