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Tax Free Update for 2023
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Tax-Free Savings Account (TFSA) Update for 2023 

Key Items:   Resource: Tax-Free Savings Account Guide for Individuals TFSA Summary A Tax-Free Savings Account (TFSA) is a type of savings account that has …

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Blogs from 2022
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The 32 Blog Posts from 2022

Below I have sorted the thirty-two blog posts I wrote last year by topic of interest to make the content easier to find. Some of …

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diversified portfolio discussed
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How Do You Develop a Diversified Portfolio? 

A common question people have when we initially meet is, “How do you develop an investment portfolio?” Many people have a basic understanding of the …

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Segregated Funds
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What are Segregated Funds?

Many people are familiar with mutual funds as an investment but are not as familiar with segregated funds. Segregated funds are investment funds (like mutual …

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cash now
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What To Do with Cash Now

The Bank of Canada has raised its policy rate over 2022, and it is currently 3.75%.  Prior to the interest rate increases this year, there were …

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checklist year end
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2022 Year-End Planning Checklist

The end of the year is a great time to take a quick review of your personal finances to determine if you have any action …

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Preserving Wealth

 

 

 

Get Your FREE HARD COPY of our recently published Book PRESERVING WEALTH: THE NEXT GENERATION

The definitive guide to protecting, investing, and transferring wealth.

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