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  • Clarke Financial Management
    Clarke Financial Management
    519.758.5651
    195 Dufferin Ave, N3T 4R4  Brantford

    Portfolio Management A financial plan is a living document. It needs to reviewed regularly and amended when necessary. However, a plan is worthless unless you act upon it. For you to achieve your financial goals the strategies outlined in your plan must be implemented and regularly monitored. It is…