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The Wealth Advisor Difference
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Theo Bousalis, CIM®, BBA (Hons)
Leigh Hillman, CFP®, BMgt
Jennifer Tong
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Home
Optimized Wealth Planning
The Wealth Advisor Difference
Wealth Management Tools
Wealth Transfer
Wealth Preservation
Wealth Enhancement
Meet Our Team
Theo Bousalis, CIM®, BBA (Hons)
Leigh Hillman, CFP®, BMgt
Jennifer Tong
Publications
Our Clients
Contact Us
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Home
Optimized Wealth Planning
The Wealth Advisor Difference
Wealth Management Tools
Wealth Transfer
Wealth Preservation
Wealth Enhancement
Meet Our Team
Theo Bousalis, CIM®, BBA (Hons)
Leigh Hillman, CFP®, BMgt
Jennifer Tong
Publications
Our Clients
Contact Us
Publications
Investment Strategy Summary
Strategic commentary on equity and fixed income as well as an overview of fixed income markets.
Investment Strategy Summary
Economic and Market Updates
November 27, 2023
Investment Strategy: 2025 Market Outlook
September 2, 2022
Global Equity Weekly
September 2, 2022
Focus
September 2, 2022
Wealth Experience Podcast
Managing Your Wealth
September 2, 2022
2024 Wealth Planning Facts & Figures