Freelancing in Financial Planning - podcast episode cover

Freelancing in Financial Planning

Sep 30, 20201 hr 2 minSeason 3Ep. 2
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Episode description

Join Jason and financial planner Alexandra Macqueen for a wide-ranging discussion concerning a range of financial planning issues.

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Supplementary Materials:

Open Policy Ontario

Caring for Clients

Kitces & Carl

Financial Services Regulatory Authority of Ontario (FSRA)

Warning: Unsolicited Career Advice

Insurance Council of British Columbia

Financial Planning Association of Canada

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