
Holistic Financial Planning Platform for Canadians
This project showcases a user-focused financial advisory platform dedicated to empowering individuals and families in Canada with customized strategies across retirement planning, investments, life and critical illness insurance, and cash flow management. With transparent guidance and tailored solutions, the platform supports long‑term wealth growth and secure futures—anchored by trust, clarity, and expert service
Category
Finance / Wealth Management
Client
Emily Thompson
Duration
5 Weeks
Country
Canada
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