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Childhood hardship put this advisor on a path to financial independence

‘I decided I would never be financially dependent on anyone,’ says Elke Rubach of Rubach Wealth Holistic Family Advisors, speaking of how her family’s wealth was lost after her father’s death

City ofUnited kingdomElke rubachMccarthy tetraultLondon school of economicsLog increate freeGlobe advisorRubach wealth holistic family advisorsLondon schoolNova scotiaRubach wealthAdvisor noregwall

Advisors face difficult discussions about fees for bare trust filing services

With the CRA’s last-minute change, tax returns had already been filed in many cases

British columbiaDavid burnieJoseph devaneyChristian battistelliAaron hectorBrianne gardnerVelocity investment partners at raymond james ltdCanada revenue agencyRyan lamontagne incLog increate freeGlobe advisorVelocity investment partnersRaymond jamesVideo tax newsBryan lamontagneGomes financial partners

Model railroads, military history and travel help fill this former business owner s time in retirement Plus: After grieving, surviving spouses face new tax challenges

Content from The Globe’s weekly Retirement newsletter

Morneau shepellTim cestnickSalmaan farooquiMatt trottaFrederick vetteseDarren farwellGillian livingstonTed lennoxScotiabank women initiativeLog increate freeGolden ageEuropean arcticPolish air forceSecond world warHow canadaStatistics canada

What to know as RRSP reporting measure takes effect

For the 2023 taxation year, financial institutions must report the year-end fair market value of the property contained in RRSPs and RRIFs

Wilmot georgeDebbie pearl weinbergNicole ewingCanada revenue agencyLog increate freeGlobe advisorAsset management

Make sure clients don t miss out on medical expense claims

Items that could be claimed amount to thousands of dollars

British columbiaLaura whitelandMayur gadhiaWes ashtonDavid rotfleischHarbourfront wealth management incRotfleisch samulovitch professional corpCanada revenue agencyLog increate freeGlobe advisorHarbourfront wealth managementInclusive financial planningSamulovitch professionalTax tip 2024Tax tips 2024

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