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Developing a financial plan is one of the most important things you can do to ensure a secure future. A good financial plan provides a roadmap that takes you from the earliest days of your working...
The cost basis of an asset is important to you for two primary reasons – tax planning and investment planning. These two reasons are related because only with the proper investment planning can ...
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Financial management advisors, like personal financial planners, wealth managers, are not registered to provide investment advice but provide general financial counselling and advice to clients on a fee, percentage of assets, or commission basis or some hybrid of these. A typical fee for a fee-only planner might range from CDN$80 to CDN$180 per ...
However, many financial advisors, especially financial planners who are Certified Financial Planners (CFPs®) or hold other specialized credentials, offer help in a much broader range of areas ...
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