Wealth Professional: Advisor Feature
Is scrapping DSCs from segregated funds the right path forward?
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This information has been prepared by Mehul Gandhi, CFP®, CLU®, TEP who is a Senior Insurance Advisor and Managing Director for Westmount Wealth Planning Inc. Westmount Wealth Planning Inc. is a subsidiary of Westmount Wealth Management Inc. Westmount Wealth Management Inc. is registered as a Portfolio Manager in British Columbia, Alberta, and Ontario.
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