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What clients want from a successor when their advisor retires

Relationship-based skills may be more important than performance ....

British Columbia , Joseph Devaney , Kevin Burkett , David Milstead , Robert Coruzzi , Nadine Ahn , Rachelle Younglai , Wilmot George , Brenda Bouw , Alison Macalpine , Brianne Gardner , Nicole Ewing , Erica Alini , Velocity Investment Partners At Raymond James Ltd , Canada Revenue Agency , Burkett Asset Management Ltd , Choice Properties , Meridian Credit Union , Royal Bank , Maru Group , Meridian Credit Union Ltd , Log Increate Free , Globe Advisor , Deanne Gage , Velocity Investment Partners , Raymond James ,

Cash in the cabin? – Winnipeg Free Press

Breaking News, Sports, Manitoba, Canada ....

Christine Van Cauwenberghe , Robert Coruzzi , Carol Willes , Van Cauwenberghe , Meridian Credit Union In Ontario , Canada Revenue Agency , Meridian Credit Union , Royal Lepage ,

As Ontario cottage prices fall, how to keep it in the family

With succession planning, the key is to not wait until the last minute before figuring out how to pass the family cottage onto your children ....

Robin Dillane , Robert Coruzzi , Christopher Alexander , Srivindhya Kolluru , Haliburton Mortgage Services , Trends Report ,

As Ontario cottage prices fall, here's how to keep it in the family

With succession planning, the key is to not wait until the last minute before figuring out how to pass the family cottage onto your children ....

Robin Dillane , Srivindhya Kolluru , Robert Coruzzi , Christopher Alexander , Haliburton Mortgage Services , Trends Report ,

Srivindhya Kolluru: As Ontario cottage prices plummet, here's how to keep your little piece of heaven in the family | Money Matters

As you load up the car to head to the lake, there’s no better time to think about the legacy of your cottage — and how, with the right financial ....

Srivindhya Kolluru , Christopher Alexander , Robin Dillane , Robert Coruzzi , Haliburton Mortgage Services , Trends Report ,