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Financial Planning > Behavioral Finance

Canadian Firm Joins Consortium

By staff Writer

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Caledonia Planning Group is now a member of M Financial Group.

Caledonia, Unionville, Ontario, provides international wealth transfer services and consulting services for companies and wealthy individuals. Caledonia, founded in 2001, is the first member of M Financial, Portland, Ore., to be based outside the United States.

M Financial is a marketing consortium that represents independent financial advisory firms.

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