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August 23, 2017 - General Tips & Financial Advice

What a Financial Planner is ‘not’

When you hear the term financial planner, what images come to mind? For you, this may vary widely depending on your own experience, or the experience of friends and family and the media. A part of your confusion stems from how “Financial Planner” is an unregulated title outside of Quebec. Anyone, regardless of experience, accreditation