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Brett Volpe
Mar 125 min read
Tax-Efficient Yield Idea: Reinvesting Mature GIC Money in 2025
As Guaranteed Investment Certificates (GICs) begin to mature in 2025, many investors and their advisors are faced with a dilemma:...
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Brett Volpe
Feb 213 min read
Everything You Need to Know About Immediate Financial Arrangements (IFAs)
What exactly are IFAs, and how can they fit into your financial strategy? This guide will break it all down for you.
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Brett Volpe
Jan 84 min read
Mutual Funds Vs. Segregated Funds: Navigating Your Investment Options in Canada
Investing is an essential step toward achieving your financial goals, whether it’s saving for retirement, funding your child’s education,...
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Brett Volpe
Oct 17, 20243 min read
Securing Your Family’s Future: The Role of Financial Planning and Insurance
Parenting is a rewarding journey, but it comes with its share of financial responsibilities. From everyday expenses like groceries and...
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Brett Volpe
Aug 3, 20243 min read
Wedding, Home Ownership, Retirement: How to Invest for Three Big Life-Stage Expenses
Life is a series of significant milestones that require thoughtful financial planning. Whether you're saving for a wedding,...
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