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canadian-finance-planner

A comprehensive personal finance planning skill for Canadians. Conducts financial interviews, builds budgets and action plans, generates interactive dashboards, and provides ongoing coaching — all tailored to Canadian tax rules, registered accounts (RRSP, TFSA, RESP, FHSA), government benefits (CCB, CESG, CPP, OAS), and provincial variations.

71 · cjpatten/canadian-finance-planner-skill1 pluginMITupdated 3 months ago

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Canadian Personal Finance Manager — financial interviews, budget planning, interactive dashboards, and ongoing coaching for Canadians

1 skill

71

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