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Bridging the Border to Your Financial Future

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  • Associate Planner
    An outstanding opportunity exists to join a premier fee-only financial planning firm as an Associate Planner with the expectation of growing into a financial planning role after demonstrated performance. We are looking for a person in our Phoenix office.

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The Border Guide
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The Border Guide

Written by Mr. Robert Keats, our company's founder, The Border Guide has sold over 65,000 copies and is considered the definitive cross-border financial tool for Canadians living, working and investing in the United States.

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