Laying the Ground Work

Affordable professional advice to fit your unique needs.

Introducing "Laying the Ground Work", designed for portfolios between $25,000 and $100,000.

This affordable professional advice service is a one-on-one session with an experienced Financial Planning Professional who will review your portfolio, recommend changes and help you make adjustments that can leave you well-positioned for the future.

The "Laying the Ground Work" service is available for a fee of $250. We can help you determine if it's right for you, or if a more comprehensive service might be more appropriate.

To schedule your meeting or to find out more about Efficient Wealth Management advice services, call us at 416-422-3445.

The information contained herein, written and published by Agora Financial Services, is presented as a general source of information only, and is not intended as a solicitation to buy or sell investments, nor is it intended to provide professional advice including, without limitations, investment, financial, legal, accounting or tax advice. For more information on this topic or on any other investment or financial matters, please contact your professional advisor.

All information provided is believed to be accurate and reliable, however, we cannot guarantee its accuracy. Worldsource Financial Management Inc. will not be held liable for any inaccuracies in the information presented, nor will WFM be held liable for any software damages resulting from the use of this website. Mutual funds are offered in Canada only.

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