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Portfolio Analysis
Careful portfolio analysis is necessary to ensure that you have the correct asset allocation according to your objectives and risk tolerance.
Tax Planning
Taxes are a fact of life. They affect every Canadian in most aspects of their lives. Whether it's earning an income, making a purchase, owning real property, investing, running a business, or transferring your estate, life is full of taxable consequences that, if left unchecked, could consume an ever increasing amount of one's livelihood.
