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Calculate Your Retirement Potential

Understanding your financial situation can be difficult. With just a few questions you can calculate your current financial position and identify your top priorities. Research shows that people who have documented financial goals and work with a financial professional are:

  • Confident in achieving financial goals and handling unexpected changes.
  • More likely to feel on track with financial affairs.
  • Successful at sticking to financial strategies.
  • More likely to have higher levels of emotional, financial and overall contentment.

Julie Westall, CFP®, CIM®
Phone : (613) 728 0589
Address : 201-370 Churchill Ave. N, Ottawa, K1Z 5C2
Website :

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