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Title: Holistic Financial Planning with John Moakler_ Integrating Estate Planning, Wealth Transfer, and Charitable Giving - PowerPoint PPT Presentation
Description: John Moakler, a Financial Planner well known across Canada, wants to rectify this imbalance. With a client list exclusively comprised of physicians, dentists, & business owners, this is his straightforward but ambitious vision: That every doctor and dentist in Canada will take as much care of their financial health as they do of their patients’ health. – PowerPoint PPT presentation
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