Financial Planning

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What Does a Certified Financial Planner Actually Do?

CERTIFIED FINANCIAL PLANNER™, are experts in comprehensive financial planning. They help people with cash flow analysis and budgeting, goal planning, debt management, insurance and risk management to protect your income and dependants, employer contributory pension plan or group RSP allocations, estate planning, taxes, career, life planning, college and university funding, buying a home, retirement projections …

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I Am Not A Farmer

At Efficient Wealth Management, we have an important business challenge and I thought describing it would be a very effective way for you to learn the inherent difficulty in finding solid independent investment advice and financial planning. EWM is an Advice for a Fee financial planner. As such, we wish to remain completely unconnected to …

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