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Smart Investing in 2025: Trends and Tips for a Strong Portfolio
By Adam Prittie, CIM, CFP, BCOM, Associate Portfolio Manager, Financial Advisor As we step into 2025, the investment landscape presents both exciting opportunities and potential challenges. Whether you're a seasoned investor or just starting out, navigating the markets requires a balanced approach. This year, trends like emerging industries, technological
Achieving Financial Independence: A Roadmap to Freedom and the Role of a Financial Advisor
By Adam Prittie, CIM, CFP, BCOM, Associate Portfolio Manager, Financial Advisor Financial independence is a goal that many Canadians aspire to achieve. It’s about reaching a point where your assets generate enough income to cover your living expenses, allowing you to live life on your own terms. Whether your
Financial Goals Check-Up: Are You on Track?
By Adam Prittie, CIM, CFP, BCOM, Associate Portfolio Manager, Financial Advisor It’s time for a Financial Goals Check-Up: Are You on Track? Today, let’s focus on the importance of regularly reviewing your financial goals. Whether you’re aiming to save for retirement, purchase a new home, or build an emergency
Optimizing Tax Efficiency: A Guide for Investors
By Adam Prittie, CIM, CFP, BCOM, Associate Portfolio Manager, Financial Advisor Tax efficiency is a crucial aspect of portfolio management that can significantly impact an investor’s long-term returns. Navigating the intricacies of the tax system while maximizing investment growth requires strategic planning, expertise, and guidance. As an Associate Portfolio
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