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Alana's "Financial Food for Thought!" Video # 7 - Quoting vs. Planning


Video # 7 - Quoting vs. Planning

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Quoting Vs. Planning

What do you really want? Do you think you know?


Are you willing to put some skin in the game to invest in your future?


Anything worth doing, takes time.


Questions? Concerns? Second guessing previous decisions?


You’re always welcome to give us a call for a free, no cost review - a second look never hurts! If your feeling unsure or uneasy about current circumstances we would be thrilled to prepare recommendations aligned with your current circumstances, objectives and budget.


Don’t be shy and reach out! We’d love to chat!


Drop them in the comments below 👇 or DM any member of our team directly!

#PlanningThatWorksForYou, #FinancialPlanning, #PlanningForYourFuture, #FoodForThought, #Insurance #Investments, #MoneyManagement, #MoneyMindset, #Savings, #InvestInYourFuture, #InvestInSelf, #Family






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Insurance products, including segregated fund policies, offered O/A Callery & Capesky – Partners in Planning through Wm. Callery Agencies Inc. and Capesky Insurance & Wealth Management Inc.; investment representatives Brian Callery, Mike Capesky and Steven Mosolanczki offer mutual funds and referral arrangements through Quadrus Investment Services Ltd.

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