Fee-only pioneers keep time

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Published on Financialpost.com

One of his employees is 29-year old consultant Jason Heath, who joined the firm’s Markham office after a stint with a bank. He describes the E.E.S. fee-only model as “a unique concept in financial planning. None of us hold any investment or insurance licences. It’s a prerequisite so there are literally no conflicts of interest. We have no axe to grind, nothing to sell.” read full article

This article is intended for educational purposes only and does not constitute personalized advice. The strategies and information discussed may not be suitable for your individual situation or may not be up-to-date and current. Please seek guidance from a licensed professional for advice specific to your circumstances.

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