Wealthsimple on Instagram: "For humans, from humans. Full-service wealth management."
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Wealthsimple on Instagram: "For humans, from humans. Full-service wealth management."
In this video, Jeff, a CPA, CFP, and CIM, shares his insights on the importance of human-driven wealth management. He highlights the risks of relying on AI in financial planning and the benefits of working with a human financial advisor. As a board game enthusiast and dad, Jeff emphasizes the importance of human connection and expertise in ...
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