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Certified Cash Flow Specialist

As a Certified Cash Flow Specialist™, I provide clients in the GTA with strategies to manage their cash flow to create wealth at all stages of their lives. My clients are smart people who make good money yet are concerned about accumulating debt. They want to get more life out of the money they already have so that they and their families have a solid plan for a prosperous future.

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Privacy Policy® The Assante symbol and Assante Wealth Management are registered trademarks of CI Investments Inc., used under licence. Assante Capital Management Ltd. Assante Capital Management Ltd. is a member of the Canadian Investor Protection Fund and is registered with the Investment Industry Regulatory Organization of Canada. For important legal and regulatory disclosures visit Assante's legal page.
Insurance products and services are provided through Assante Estate and Insurance Services Inc.
This material is provided for general information and is subject to change without notice. Every effort has been made to compile this material from reliable sources however no warranty can be made as to its accuracy or completeness. Before acting on any of the above, please make sure to see me for individual financial advice based on your personal circumstances.
The opinions expressed are those of the author and not necessarily those of Assante Capital Management Ltd.

The Assante website has excellent Tools and Solutions you can use as a starting point for your own financial planning calculations on savings and investments, taxes, retirement planning, etc.

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