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We don’t provide tax or legal advice—please speak with your own advisor about your specific situation.
While we may recommend investment or insurance products, those are optional and separate from the financial planning we offer.
Mutual funds are offered through PEAK Investment Services Inc.
All other products and services are through SentryWest Financial.
Jason Holmes is registered with PEAK Investment Services Inc., a mutual fund dealer regulated by CIRO and registered in Québec. PEAK clients are protected by the MFDA Investor Protection Corporation in case of dealer insolvency. Learn more at: https://www.ciro.ca.
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