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Comprehensive Advisor Analysis
- 3 hr3 hours
- 1,495 Canadian dollars$1,495
- 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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