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At BFP we believe that everyone is unique and because of that everyone deserves a tailored solution to reaching their wealth management goals. With the process we use, the recommended investment mix comes after we know a lot about the client and what their goals are.

For instance, if at the end of the process it is evident that the client is very risk averse and they have sufficient assets to reach their goals with low risk investments, then GIC’s and/or segregated funds with built in guarantees would be front and centre in the recommended mix.

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