• “So many people spend their health gaining wealth, and then have to spend their wealth to regain their health.” 
    ~ A.J. Reb Materi, Our Family

A message from Canada to UK advisers: don’t get complacent

In 2016, I initiated a complete overhaul of my already successful financial planning practice. As expected, it was incredibly disruptive and very expensive. I knew it would be a hard road, but I was wrong. It was so much worse.

April 2019, from CityWire, a financial advisor magazine based in London, UK.

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