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Hear from people like you
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- Starting out, with a young family
- Not sure what type of financial advice they could get
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- Small-business owner
- No company pension plan for retirement
- Using a tailored long-term strategy to create future retirement income
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- Self-employed professional
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- Successful former small-business owner
- Looking for guidance on how best to invest the proceeds of selling the business
- Discovered the true value of a personalized plan and financial advice
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- New to Canada
- Seeking help to manoeuvre a new tax landscape
- Following his plan to save for retirement and post-secondary education for children
Luke Galea and Jenn McAfee
Anthony Quantrochiocchi
Chantal Desloges
Dan Desrochers
Yilmaz Cam
