Ms$.$ Matilda Bracken is a Certified Financial Planner $($CFP$)$ with many years of

successful experience. In $2022,$ she decided that she was not adequately appreciated in

her current position with a large financial institution in Windsor, Ontano. Given this, she

resigned on November $1,2023.$

After several months of investigation, she accepted employment with Retirement

Planners Ltd$.($RPL$),$ a CCPC located in London, Ontario. She commenced working for

RPL on May $1,2024.$

She owned a home in Windsor which she had acquired several years ago for $$575,000.$

Because of the depressed real estate market in this area, she was eventually forced to

sell the property for $$475,000$ in October, $2023,$ resulting in a $$100,000$ loss on this

property.