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Join date: May 14, 2023
Posts (9)

Jan 21, 2025 ∙ 2 min
Secure Your Wealth: Ensure Your Family and Charity Benefit, Not the Taxman
Plan your legacy wisely: Choose who benefits from your wealth—family, charity, or the taxman. Without planning, the taxman decides.
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Dec 16, 2024 ∙ 4 min
Smart Tax Moves for Year-End 2024
By Laura Fitzsimons As the end of 2024 approaches, it’s time for high-net-worth business owners and individuals to focus on tax...
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Nov 19, 2024 ∙ 3 min
How Life Insurance Benefits the Wealthy: A Canadian Perspective
Life insurance: more than protection. It secures estates, boosts investments, ensures business continuity, and offers tax advantages.
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Laura Fitzsimons
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