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My Advisor Group
About the Book
3 RRSP, 2TFSA and 1 RESP account. Client is a househould with a couple and a child.
Reason for Sale
This is a household. These clients are under mobility exemption. I am based in Calgary, Alberta and I am no longer able to manage these client in Ontario, I wish to sell them to a trsuted advisor in Ontario.
Details of Advisor
iG Wealth
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