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Six year-end tax planning strategies that shouldn t be left to the last minute

Planning earlier ensures investors and advisors aren’t rushing to implement any strategies and aren’t missing any deadlines

Jennifer dunnJacob wackerhausenJulie shipley stricklandCanada revenue agencyAltus private wealth incLog increate freeGlobe advisorJulie shipley strickland wealthRisk managementWellington altus private wealthMackenzie investmentsAlison macalpineAdvisor noregwall

Why top-performing advisor teams are hiring more certified financial planners

Some advisors say they are shifting their hiring strategies as clients increasingly seek financial advice and planning support for a wide range of life concerns

British columbiaNew zealand generalNew zealandKurt rosentreterManulife securities incAltus private wealth incUpper canada capital incWong group at wellingtonLog increate freeGlobe advisorManulife securitiesUpper canada capitalKwong groupWellington altus private wealthLap vo dignardVo dignard provost wealth management group

Discovery 2023 Short Duration LP Raises The Maximum

Discovery 2023 Short Duration LP Raises The Maximum
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New zealand generalNew zealandMarketing departmentNational bank financial incEchelon wealth partners incMiddlefield capital corporationAltus private wealth incCanaccord genuity corpA private wealth incRichardson wealthRaymond james ltdNesbitt burns incManulife securities incorporatedTd securities incBurns incRichardson wealth limited

For investors with home-country bias, global ETFs offer growth prospects

The importance of diversifying with international equities has been amplified amidst the underperformance of Canadian equities

United statesCity ofUnited kingdomCole kachurJay nashAltus private wealth incKachur wealth management group at wellingtonLog increate freeKachur wealth management groupWellington altus private wealth incNash family wealth managementNational bank financialNorth americanMeta platformsDow jones industrial averageShares india

How to tackle the various investor biases

These behaviours can lead to problems like overtrading, higher taxes and fees, under diversification and taking on too much risk

New zealand generalNew zealandBritish columbiaPeter guayMark shimkovitzWayne ruston gettyWong group at wellingtonPeter guay teamMorningstar incCapital incAltus private wealth incLog increate freeGlobe advisorKwong groupWellington altus private wealthLiving richer wealth management

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