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Tax Tips for Year-End

Learn about common year-end strategies that could help you reduce your 2021 tax bill.

How Can I Be a Smart Investor?

Stay on track towards your goals with these tips.

Should I Change My Investment Plan?

Discover when it may make sense to revisit your plan.

Is Income Splitting Right for Us?

Explore strategies to help reduce your family’s tax bill.

Why You Should Stay the Course, Even If Markets are Moving

“By having a plan and continuing to invest regularly, you would be surprised at how you will meet your goals over time.”

— Jackie, Investment Specialist

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