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financial planning

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‘Athletes are different than other wealthy people’

Long-term financial planning can be hard for young athletes like Connor McDavid suddenly handed a seven-figure cheque

May 2, 2023
Wealth

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Don’t ignore your collectibles in tax planning. You could be very sorry

More big estate-planning missteps, as witnessed by long-time accountant Mark Goodfield

February 28, 2022
Commentary

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Potential challenges to market gains for investors in 2022

‘There are still gains to be made, but they’re going to be harder to come by’

December 29, 2021
Wealth

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What to consider when investing in blockchain technology

The technology has potential to transform countless industries, but is novel and difficult to understand

December 7, 2021
Wealth

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Life insurance offers untapped potential in high-net-worth planning

Sophisticated advisers begin to value life insurance as a central building block for capital preservation and wealth transfer

July 5, 2021
Commentary

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