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Stories from people like you

  • Luke Galea and Jenn McAfee

    • Starting out, with a young family
    • Not sure what type of financial advice they could get
    • Confident in their personalized plan for the future

  • Anthony Quantrochiocchi

    • Small-business owner
    • No company pension plan for retirement
    • Using a tailored long-term strategy to create future retirement income

  • Yilmaz Cam

    • New to Canada
    • Seeking help to manoeuvre a new tax landscape
    • Following his plan to save for retirement and post-secondary education for children

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