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LinkedIn strengthens and extends your existing network of trusted contacts.
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A system and process to consistently bring value to clients’ lives.
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Earning the right to become your most trusted advisor.
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Financial Planning Standards Council is dedicated to ensuring Canadians' financial planning needs are well served.
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The leading designation body in Canada for financial services practitioners in the specialty areas of Advanced Estate and Wealth Transfer, and Living Benefits.
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Professionals dedicated to providing the highest quality of service possible to their Boomer and Senior Clients.
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CALU represents the interests of Advocis and CALU members to Members of Parliament and officials of key federal government departments, in particular, the Canada Revenue Agency and the Department of Finance.
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Advocis provides a platform of knowledge, advocacy, community and protection enhancing the professionalism of financial advisors and planners in the best interest of the consumer.