Investments & Pensions
Steven Mosolanczki has over 15 years of experience in the insurance and financial services industry. Since 1996,
he has been a Partner in The Callery Group and works closely with Brian on advanced planning strategies for clients.
Steven is a Financial Security Advisor responsible for managing investment and pension portfolios, which is approaching
$100 million in assets, as well as group retirement plans. A graduate of The University of Western Ontario, Steven
is completing his Chartered Life Underwriter (CLU) designation and studying for his Certified Financial Planner (CFP).
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