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Focus your financial security picture
For legal advice, many Canadians work with a single lawyer who comes to understand their individual situation and concerns. For taxation matters, they look to a single accountant familiar with their bookkeeping needs and tax situation.
Yet when it comes to financial security matters, many of these same individuals turn to two or more financial security advisors or institutions.
Having a number of accounts at several financial institutions may make it challenging to get a comprehensive view of your overall financial security picture. Read more...
