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We are hiring!

We are looking to hire an experienced full-time administrative person to assist us. We are a busy financial services office in Markham, managing $225M AUM on a discretionary basis. In addition and more uniquely, we also assist clients with tax … Continue reading

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How a Financial Pro Lost His House

How a Financial Pro Lost His House I liked this article because a US financial advisor bravely and honestly describes his own errors and – more importantly – his mindset while he was making his errors.  I find few articles … Continue reading

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