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Wealth Professional | 05 May 2016, 08:15 AM Agree 0
Many financial planning concepts originated 20-30 years ago – and now one Canadian company wants to bring them into the 21st Century
  • Richard Yasinski | 05 May 2016, 10:16 AM Agree 0
    I've used Visionworks for over 5 years and it is the most important planning tool I use. Financial planning is cash flow planning and this tool does this well.
  • Prime Quadrant | 17 Oct 2016, 04:24 PM Agree 0
    We also wrote about our views on the new CRM2 - http://www.primequadrant.com/crm-2-suitable-not-sufficient/
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