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  • YouTube video thumbnail 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
  • YouTube video thumbnail Anthony Quantrochiocchi

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

    • Self-employed professional
    • Looking for advice from someone with the same high service standards as her own
    • Working with an advisor who listens and responds to her needs
  • YouTube video thumbnail Dan Desrochers

    • 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
  • YouTube video thumbnail 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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