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Financial Planning
7 Services

Initial Financial Planning Consultation

Initial Consultation

Quarterly Financial Review

Annual Financial Review

Client Meeting Request

Would you like to meet with me? Use this meeting to book an appointment that does not fall into any of the other categories

Investment Meeting Request: Deposit Funds or Request Withdrawal

Meeting request by client to request changes to investment account
withdraw funds, deposit additional funds, make changes to monthly PAC

Meeting Request: Questions about Financial Plan

Have questions about your financial plan? Want to understand what you have? Use this meeting request to book a time to have your plan reviewed and explained.

Policy Delivery

Delivery of Policy contracts and policies approved

Francis Rull (Exceedia Financial Services)

Business Consulting

House Appointments
Calgary, AB T2E 6Y9

Mon, Tue, Fri: 8:30pm - 9:30pm
Sun: 6:00pm - 9:30pm

+1 (204) 915-8413

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