by Securityfinancial | Jun 9, 2017 | Leo's Blog
I wanted to take a few minutes of your time to share with you some key highlights from a conference I just attended. Keeping on top of this fast-paced industry can be challenging. TD Asset Management Inc. (TDAM) hosted a conference in New Orleans that brought together...
by Securityfinancial | Sep 22, 2016 | Leo's Blog
As a Certified Financial Planner (CFP) I thought I would send you a short video on the importance of dealing with a CFP. The video also provides insight on how much the industry needs to change in terms of who can use the title”Financial Planner”. You will...