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February 2022
They are able to look at the big picture of all my finances, whereas most firms only look at one aspect. This is very beneficial and saves a lot of money when it comes to tax time and also helps with investing! Brilliant! I’m so glad I found them!
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February 2022
I've been working with Greg and his team for a few years now. Very knowledgeable and extremely helpful. Top notch group of people!
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February 2022
Thankyou for your patience and expertise in the complex world of finance with guiding direction in improving my retirement investments. it was really a pleasure working with you.