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For example "I'd like to speak to someone about my investment options" or "I'd like to set up new investments with motusbank."
motusbank Financial Planning is currently available in ON, MK, SK, AB and BC. Leave your details and we'll let you know when it's available in your province.
Mutual funds and related financial planning services are offered through Credential Asset Management Inc. Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.