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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
2023 Year-End Tax Planning Tips
Since many tax strategies require foresight to be effective, tax planning should be a year-round activity. However, as year-end approaches there are still opportunities to consider to reduce your 2023 tax bill. The following information relates to year-end tax-savings strategies that may be available, depending on your personal situation.
2023 Year-End Tax Planning Tips
Economic and Market Updates
November 27, 2023
Investment Strategy: 2024 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