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Join date: Dec 11, 2017
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Jun 4, 2020
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2 min
Dividends
It’s always a good time to review the differences between how dividends are treated in mutual funds and segregated funds. Let’s start off...
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Mar 18, 2019
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2 min
Copycat Annuities
We are often asked by a client if they should take the commuted value of their defined benefit pension plan or keep it in place. This...
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Jan 31, 2019
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2 min
Scammed...almost
Undoubtedly, we’ve all received calls from scammers looking for us to send money or give over our credit card information. Recently, an...
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Jesse Cott (QFS)
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