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Steadyhand Investment Funds
Industry·

What is an Advice-Only Planner? A conversation with Julia Chung

In our latest Coffee Break, we're joined by Julia Chung, an advice-only planner and President of Financial Planning Association of Canada (FPAC), to discuss the evolving landscape of financial planning and why you might consider working with an AOP.

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Scott Ronalds

Scott Ronalds

Former Head of Communications