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Bourgeault & Associates Private Wealth Management is a team of financial professionals who provide specialized advice for affluent Canadians, offering a range of services including retirement planning, tax planning, investment planning, insurance planning, cash and liquidity management, estate planning, business succession, and charitable giving. Their experienced team guides clients through a comprehensive wealth management approach, tailoring solutions to fit their unique needs and goals. With a focus on building long-term relationships, the firm provides proactive and synchronized advice to help clients achieve their financial well-being.
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BTR Financial Planning is a boutique financial planning and wealth management firm based in Prince Albert, Saskatchewan, Canada. We offer personalized financial guidance and unbiased advice to help clients achieve their financial goals. Our team of experienced professionals, including a Chartered Financial Planner and a Chartered Financial Divorce Specialist, work closely with each client to build a customized financial strategy that reflects their unique needs and circumstances. Our services include financial planning, investment advice, and insurance solutions, as well as access to a range of financial products and services. Whether you're looking to build wealth, achieve financial security, or simply get your finances in order, we're here to help.
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