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FINLOTUS

A Financial Wellness Company

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Last Name

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Please list savings amounts and type (i.e. RRSP, TFSA, 401k, Savings Account, Investments, cash balance in chequing account etc.)

Please list any other significant assets (real estate, vehicles, businesses, collectors items etc.)

Please list current debt balances, interest rate, and type (i.e. credit card, loan, line of credit)

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hello@finlotus.com

1.888.818.2565

Victoria, BC

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FINLOTUS

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