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Bill Clunas, CFP, FMA, EPC, CD
Managing Partner/Certified Financial Planner
Success Foundations Wealth Management

By filling out this Discovery client profile, you are providing the data that you enter to Success Foundations Wealth Management. As a matter of practice, our firm does not sell or share your information with any third parties. We will use the information to respond to you and provide you with a view of your financial condition. If you have any questions, please contact us at info@successfoundations.ca