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Control Your Destiny, for Clients’ Sake

Hard to believe the summer is almost over, my children are already going back to school next week and I ask myself where has the summer gone?

In any event, I wanted to share with you a featured article I wrote for BMO Global Asset Management’s newsletter. In it, I discuss my journey at the helm of Security Financial along with my philosophy of owning and operating an independent firm. I hope you find this article to be insightful, of course please feel free to share it with someone who you feel will find it interesting.

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