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Deborah Bongard
Christopher Bowlby
Mark Parent
Rosemary Hart

1 First Canadian Place
40th Floor , P.O. Box 150
Toronto, ON
M5X 1H3

Donating Securities to Charity

Posted on: August 19, 2019

If you’re looking to give back to your community, instead of giving cash to your chosen charity, consider donating securities and mutual funds. This is a strategic and highly tax efficient way to satisfy your philanthropic ambitions and contribute to a cause you care about.

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Good Debt and Bad Debt: How to Avoid Living in the Red

Posted on: August 9, 2019

With the inevitability of having to take on some significant debt in your lifetime, it is important that you understand different types of debt and how to effectively manage it. Are some types of debts better than others? Which debt should I pay off first? Here are a few general tips and tricks that will help you tackle your debt repayment, pay less interest, and improve your personal financial situation.

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Fight Lifestyle Creep with Automation

Posted on: July 26, 2019

As you begin to earn more money, it is important to re-evaluate your spending habits. The key is to strike a balance between enjoying the things that matter most in life to you, while also setting yourself up for a secure financial future. This article aims to provide you with a couple tips and tricks that will help you combat lifestyle creep.

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Caring for Aging Parents

Posted on: July 19, 2019

It is hard to watch your parents get older. Taking an active role caring for someone who used to care for you is a foreign and sometimes uncomfortable feeling. As populations continue to age, it is important for adult children to learn how to handle their aging parents' needs.

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