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Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated. Insurance products and services are offered through The Heritage Group - Private Financial Services Inc. Banking products and services are offered through referral.                                                                                                                                                                                                                                                                                                             

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    Client Stories

    I truly appreciate Dave's continued attention to my investment portfolio. The work he does and the contact he keeps always makes me feel like I have the best financial advisor ever!

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    - Penny F.

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    More coming soon!