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Family Records Management

In this series of short videos, Tara introduces and explains how you can benefit from using our proprietary Family Records Management* system.


* Family Records Management is a proprietary resource of Circle of Wealth® available exclusively to clients of our holistic wealth management services. Family Records Management was neither created nor is endorsed by Manulife Securities Incorporated.

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Medical

Tara explains the Medical section of the Family Records Management system.

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Insurance

Tara explains the Insurance section of the Family Records Management system.

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Financial

Tara explains the Financial section of the Family Records Management system.

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Legal

Tara explains the Legal section of the Family Records Management system.

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