If prospective clients want to talk about what the market is doing every hour, then we may not be the financial planning firm for them. There is something way more important to start the conversation with. We want to talk […]
In Canada, financial planners are known by many different titles. While some may call themselves a “financial planner”, others may be a “financial advisor”, “financial consultant” or “investment advisor”, to name just a few. This is because financial planning is […]
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