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  • Financial planning can help you: Call us now 250-818-2616 to invest in your future. Investment Planning: When it comes to investing, your goal may be similar to the goals of all my clients (accumulating wealth), however your risk tolerance and your personal financial goals will be unique …

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Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. Other Products and Services are offered through Prosperity Planning. Insurance provided through Financial Horizons.