Financial Planning - FinSpace Finance

1 Cross Financial Advisors

http://www.crossfinancialadvisors.com/

PR: 0

Welcome to Cross Financial Advisors, LLC. We provide comprehensive financial planning and investment management services to our clients. Our focus is on middle market families with pre-college age children who need to both plan for retirement and for their children’s education. It is our belief that one does not need a great deal of wealth to receive world class financial planning advice. We believe one only needs a deep commitment to achieving success.

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2 Dimensional Fund Advisors

http://www.dfaus.com/

PR: 6

Welcome to Dimensional's public-access website. The site offers a detailed overview of the firm, including its views on capital markets and its distinctive approach to portfolio management. Dimensional's strategies are described in terms of their specific characteristics and benefits to clients. A separate library section of financial articles explores capital markets in greater depth, helping to build the foundation for a thoughtful and comprehensive approach to investing.

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3 Equinox Financial Group Customplan

http://www.equinoxfinancial.com/

PR: 5

At Equinox Financial Group Customplan, our mission is to provide quality wealth management, insurance and advisory planning services. We offer a number of risk management products such as universal life, term insurance, critical illness coverage, disability insurance, long term care, health and dental, travel, and visitors to Canada to name a few of the products. We also have an estate planning and group insurance division. Many of our associates are also licensed to sell mutual funds in the provinces of British Columbia, Alberta, Saskatchewan and Manitoba.

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4 Financial-Planning and SourceMedia

http://www.financial-planning.com/

PR: 6

Financial Planning interactive is the leading resource for financial advisers and the fastest growing adviser community on the Internet.

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5 Gabriel, Roeder, Smith & Company

http://www.grsnet.com/

PR: 5

Gabriel, Roeder, Smith & Company provides comprehensive actuarial and benefit consulting services (see GRS Services, above). From our network of offices, we serve over 500 public and private clients nationwide, including retirement systems, employers, employee organizations, government agencies, attorneys, and accountants.

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6 The World Outlook Financial Conference

http://www.worldoutlookconference.com/

PR: 5

Since its inception in 1990 the World Outlook Financial Conference has established itself as the first choice for Canada’s sophisticated and active investors. The WOFC has provided individual investors access to the world’s top rated financial analysts through fourteen years of unsurpassed market volatility. Founded by Michael Campbell, nationwide host of MoneyTalks radio and Vancouver Sun business columnist, the two-day event has a mandate to offer unbiased, world-class information and analysis.

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