- December 26, 2011
- Posted by: Brian Poncelet
- Category: Approved
No Comments
Have you ever watched BNN? If you do you may see a paid program with a talking Head called Patricia Lovett-Reid at the TD talking about Financial Planning.
The funny thing you will never see what kind of software she uses. Why because (I think she or the TD has a limited use of one) it is easy to talk about rates of return instead of taxes, risk management etc.
Stay tuned for a real Model (financial) Plan.