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Comprehensive Advisor Analysis

  • 3 hours
  • 1,495 Canadian dollars
  • Location 1

Service Description

• In-person initial meeting • Financial plan review • Review objectives and suitability of your portfolio • Fraud check • Detailed account statement analysis • Written report on areas of concern and opportunities for improvement • Follow-up meeting to deliver findings


Contact Details

  • jlk@advicecheck.ca


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