The Canadian Money Roadmap cover image

Personal, business & podcast year in review

The Canadian Money Roadmap

00:00

Planning-first client onboarding

Evan explains the Cedar Point Pathway planning process and prioritizing plans before investment conversations.

Play episode from 11:25
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app