April 26, 2022

Dear Renee,

Thank you for always available and going the extra mile to keep me updated on market conditions and my investments. You have been incredible in assisting me with my retirement this year and in understanding my needs, offering options and putting together a cash flow spreadsheet for me to ensure my needs are met. I no longer consider her my investment consultant but rather my friend as nothing is ever too much for her.

Kind Regards, Bev

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