Category: Foundations
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Not Just Money
This post will explain why your financial legacy is more than just dollars and cents and outline how you can cement your legacy with a wealth management process.
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Tax Planning for Cottage Owners
This post will list some best tax planning practices for Canadian cottage owners.
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Creating an ESG Portfolio
This post will illustrate an example of how an investor re-positioned their portfolio to reflect their ESG values.
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Family Mission Statements
For ultra-high net-worth families, the burden of preserving and transferring wealth to future generations is one of life’s greatest challenges. This post describes how to define your family values and create a mission statement that will guide your wealth management process.
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Your Investment Policy Statement
An Investment Policy Statement is a written document that describes the strategy for an investment portfolio. This post will introduce you its importance.