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10 Questions to ask when choosing a Financial Planner

Know what relevant questions to ask when choosing a financial planner

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Testimonial

A through explanation of investments and financial planning was covered. Our representative Wendy was fantastic, by giving so much time, care and expertise in a most comprehensive manner, established a positive rapport from the start and reached out at our convenience numerous times to make sure all our investment goals and strategies were dealt with.

- Anonymous, Ontario