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Canadian Political

How Our Advice-Only Financial Planning Practice Works

Boomer & Echo · · 74 views

My wife Lindsay and I run an advice-only financial planning practice from our home in Lethbridge, AB. We work with clients virtually across Canada, mostly by email and video call. Clients pay a flat fee of $3,600 + GST for a comprehensive financial plan, investment plan, and detailed retirement income plan — designed to maximize…

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