Your Financial Plan-It

Staying Connected as a Team


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Collaboration and teamwork are what sets Synergy Capital Solutions apart.  In this episode, David Vallieres speaks with team members Norton Stern, Mark Burns and Jordann Andrusiak to provide a picture of the people who work together on behalf of the Synergy Capital Solutions client experience. In this episode, you will learn: How Mark and Norton … Continue reading Staying Connected as a Team →
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Your Financial Plan-ItBy David Vallieres