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Month: October 2024

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October 7, 2024

Market Highs vs. Your Goals

As Canadian and US stock market indexes hit new highs…

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October 7, 2024

Basics For a Wise Financial Strategy

Before a skyscraper can reach for the clouds, it needs…

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October 7, 2024

Your Legacy Plan and Charitable Giving

Recently, a client wanted to leave all of their money…

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CRA Scam Alert: Tax Refund Text Messages

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