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On a Side Note…
Here is an investment management blog post that may be of interest to you.
2025 in Review: Addressing Client Questions on the Economy, the Stock Market, and AI
Topic:
Investments
Excerpt:
To say that 2025 was eventful would be an understatement. While the year's place in history is yet to be determined, our collective Canadian anxiety
On a Side Note…
Here is a wealth planning blog post that may be of interest to you.
How to Give Generously Without Risking Your Financial Future
Topic:
Wealth Planning
Excerpt:
Do you want to leave a legacy? It’s an interesting question, and I usually frame it for people by explaining it in the following way: There are some p