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BMO - Lunch & Learn

  • Lifeplan Financial Group 3298 Tennyson Ave Victoria (map)

BMO LUNCH & LEARN:

 UL with the ART Rider- when & how to use it and how it compares to other BMO products

 Estate planning with clients and the importance of a will

 Market downturn– best solutions for different clients

 Highlight of BMO GIFs

Earlier Event: October 7
Mackenzie Investments
Later Event: October 22
TD Asset Management