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Know when to take a loss – Ottawa Business Journal

Generally, in life, one wouldn’t want to take a loss. However, as an investor, sometimes taking a loss can carry benefits for your wealth in the long run. ....

Joelle Hall , Hallo Brien Wealth Counsel ,

Insurance – Secret tools the affluent use for wealth building – Ottawa Business Journal

Insurance is often thought of as a necessary evil. This negative perception people have of the insurance industry often leads to it being overlooked which is ....

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Understanding mutual funds and ETFs – Ottawa Business Journal

While the terms above are thrown about without much thought, we get a significant number of questions about the difference between mutual funds and ETFs so we ....

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First home savings account: The best thing since sliced bread! – Ottawa Business Journal

The FHSA, or Tax-Free First Home Savings Account, is a new type of tax-preferred account that the Canadian government introduced in Budget 2022 to partially ....

Joelle Hall , Tax Free First Home Savings Account , Home Savings Account , Home Buyer , Hallo Brien Wealth Counsel , Wealth Advisor , Portfolio Manager , Investment Advisor ,

How Bill C-228's protection of DB pension plans affects financial planning

Encouraging clients with these plans to build up personal savings alongside employer pensions and government sources of retirement income is more important than ever ....

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