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Canadian Wealth Professional Award

Canadian Wealth Professional Award

by Rona Birenbaum BAS CFP®, CHFS | Dec 18, 2016 | In the News

Caring for Clients is more than proud to announce that we were the 2016 winners of the Canadian Wealth Professional Award for: BEST INDEPENDENT ADVISOR OFFICE – FEWER THAN 10 STAFF Full Release >
Avoid falling victim to predatory advisers

Avoid falling victim to predatory advisers

by Rona Birenbaum BAS CFP®, CHFS | Dec 10, 2016 | In the News

Physicians are sought after clients in the financial services industry. Download Article (PDF) >

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