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The Four Phases Of Retirement: What To Expect When You're Retiring

Podcast

A big thank you to our wonderful customers
who have introduced The Four Phases to their clients or members!

Advocis Saugeen Annual Meeting 2019
Arca Financial/John Lunz/Waterloo
Assante Wealth Management/Ross Mitton/Windsor
Assante Wealth Management/Dean and Susie Taylor/Collingwood
Assante Wealth Management/Rob McClelland/Thornhill
Assante Wealth Management/Glenn Scissons/Kitchener
Assante Wealth Management/Shaun Purcell/Vancouver
Assante Wealth Management/Lauren Abernathy/Vancouver Centre
Assante Wealth Management/Patrick Gilmour/Kingston
Assante Wealth Management/Paul Moore/Brantford
Assante Wealth Management/Mike Lakhani/Mississauga
Assante Wealth Management/Robert Yves Mazarolle/ Halifax
Assante Wealth Management/David Perkins/Vancouver
Assante Wealth Management/JP Collins/Halifax
Assante Wealth Management/Duncan Present/Kingston
Assante Wealth Management/Jamie Giesler/Powasson
Assante Wealth Management/Suzanne Mignault/Ottawa
Assante Wealth Management/Wayne Hill/Calgary
Assante Wealth Management/Curtis Cross/Winnipeg
Assante Wealth Management/Mark Wheaton/Pembroke
Assante Wealth Management/Randy Liedtke/Edmonton
Assante Wealth Management/Sandy Page/Markham
Barrington Wealth Partners/Kelly Adams/Halifax
Canadian Association of Farm Advisors/Woodstock
CIBC Wealth Management/Lee Francis/Surrey
CIBC Yarmoshuk Financial Group/Surrey

Crowe Soberman LLP/CPAs/Toronto
Culliton Cerullo Financial Services/Waterloo
Desmarais Financial Services/Owen Sound
Engel Volkers Real Estate/MaxHahn/Collingwood
Harry James Group/Markham
Hollis Wealth/Greg Frost/Waterloo
Hollis Wealth/Chris Williams/Waterloo
Hollis Wealth/Glenn Allen/Toronto
Hollis Wealth/Nicky Tsiasis/Waterloo
House of James Bookstore/Abbotsford
Investment Planning Counsel/Carla Black/Collingwood
KLS Financial/Waterloo
Larson Financial Advisors/Dallas, TX
Library Bound Inc./Waterloo
Lighthouse PROBUS/Collingwood
Ogilvie Daugherty Financial Services/Waterloo
O.P.P/ Commissioned Officers Association
Raymond James/The Fountain Group/Waterloo
Riverside Church Community Events/London
Stonegate Private Counsel/Rick Claydon/Toronto
Stonegate Private Counsel/Rob Pierce/Toronto
Stonegate Private Counsel/Dan Finegan/Toronto
TD Wealth/Christine Jackman/Surrey
Team Approach Planning/Collingwood
Town of Richmond Hill/55+ Group
Wellman and Associates/Waterloo
Wise Advisory/John Osborne/Oakville
Your Mortgage Store/Donna Mullen/Owen Sound

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