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November 19, 2019

As we get closer to the end of the year and holiday time with friends & family, we wanted to

ensure you are aware of some strategies you can take advantage of in the next month.  It’s worth the short read, especially as we can help you Save Tax and qualify for Governmen...

July 25, 2017

Tax Free Millionaire Strategy – Part II of III

In our previous posting, The Tax Free Millionaire, we illustrated how maximizing household TFSA contributions with a return of 6.5% per year would lead to more than $1,000,000 of TFSA assets in 25 years.   We strongly encou...

October 5, 2016

If you’ve been reading the Vancouver Sun, The Province, The Globe and Mail, the National Post or merely glimpsed at that little screen in the elevator, you may have seen a reference to a very significant change in the Financial Industry called the Client Relationship M...

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