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Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.

RBC Wealth Management is part of the Royal Bank of Canada, one of the largest banks globally by market capitalization, with over 110 years of dedicated service in the Caribbean and a presence in 10 countries and territories. The company offers a wide range of financial services, including personal and commercial banking, wealth management, corporate and investment banking, insurance, and asset management, serving clients from individuals to multinational corporations. Committed to helping clients thrive and communities prosper, RBC leverages its business operations and community investments to drive progress in society, the environment, and the economy. With a focus on diversity and inclusion, RBC Wealth Management aims to meet the diverse needs of its clients while maintaining a strong commitment to ethical governance and corporate responsibility. Generated from the website

Sun Life Financial in Vernon, BC is a financial services company that offers a range of insurance and investment products to individuals and businesses. With a focus on financial planning and wealth management, Sun Life Financial aims to help clients achieve their long-term financial goals and secure their financial future. Generated from their business information