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  • About
  • Programs
    • Mindful Money Management
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  • Publications
  • Insights
    • Blog
    • Core Values Exercise
    • Podcast
    • Links & Resources
    • Videos
  • Connect

Daily Archives: December 2, 2020

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  4. 02

What You Don’t Know Can Hurt… Your Beneficiaries.

UncategorizedBy adminDecember 2, 2020

It’s a familiar story, I begin working with a new client. Inevitably they have never discussed or considered the amount of taxes that will be paid by their estates. This, with all the information available to us in 2020. Since most Canadians have no idea what that tax number is likely to be, they likewise have made no…

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