July 2019 Edition

In this month’s The Essential, read all about Guy Cormier’s visit to one of our GRS clients, Lush. The newsletter also contains a reminder about our summer contest, news from our fund managers, and articles to help you with plan administration.

Vol. 9 – No. 7

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  1. Survey by the Financial Planning Standards Council (FPSC), May 2018.
  2. Average of the past 12 months.
  3. Mailchimp study, 2018.