Hi there,
Hope you're doing well. This week, we're featuring an article on "How to Choose a Financial Advisor" in our newsletter.
Whether you're considering working with a financial advisor for the first time or looking to switch to a new one, it's crucial to find the right fit for your financial goals. The article outlines key steps to help you determine your objectives, ask the right questions, and assess compatibility with potential advisors.
In the end, it's all about finding a good fit. Check it out, and let me know what you think.
Talk soon,
David Pipe
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Check out our featured article:
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Choose the right financial advisor for your unique needs—click to read our guide.
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Check out our latest article:
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Click here to discover key steps every realtor should take before meeting with a financial advisor.
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Check out our featured video:
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Learn the three crucial questions you should ask your next financial advisor to ensure they're the right fit for you.
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Important upcoming dates:
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Canada Child Benefit (CCB) Payments:
- May 17, 2024
- June 20, 2024
- July 19, 2024
Personal income tax deadlines in 2024:
Want to learn more? Lets talk
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WealthTrack, 3-304 Stone Road West, Suite 150, Guelph, ON N1G4W4, Canada
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