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Tag: qualified advice

David Miller Certified Financial Planner – MoneySense

David Miller Certified Financial Planner – MoneySense

August 13, 2024August 13, 2024 · Finance

Miller’s goal is to safeguard the financial dreams of his clients. He strives to protect the assets they have worked hard to accumulate throughout their lifetime. Miller provides…

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James P. Gunn, financial advisor – MoneySense

James P. Gunn, financial advisor – MoneySense

June 17, 2024June 17, 2024 · Finance

Every client can expect one-on-one service that includes transparent fees, a fully customized tax-efficient portfolio and financial planning services tailored to their specific needs. Gunn takes the time…

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What Canadian investors can do in times of world crisis and war – MoneySense

What Canadian investors can do in times of world crisis and war – MoneySense

November 10, 2023November 10, 2023 · Finance

Emotions in investing The humanitarian crises taking lives and garnering headlines are heart-wrenching—particularly for Canadians who have family and friends in the affected regions. More broadly, no one…

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