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WEALTH CREATION

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In the News

Medical Professionals

If you own a corporation, consider these tax moves
They're not dance moves - the Carryback, the Bump and the Pipeline. They’re tax manoeuvres ...  
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Business Owners

Changes in 2018 that may affect
your tax filings

They say that the cure for boredom is curiosity. And in case you’re curious, here’s a list of what has changed in the last year that might affect your 2018 tax filings ...   Learn More ›

 

Looking to Retire

Protect Your Retirement Against Stock Market Crashes
It’s only natural that older workers and retirees would be anxious about the recent stock market volatility. Older workers might not be able to make up for losses ...   Learn More ›

 

Wealth Professional | The gatekeeper
Given the influx of private and alternative investments today, advisor Mitchell McLean says the job of determining which investment is right for each investor is more critical than ever
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My Business Magazine |MITCHELL McLEAN, CFP®
Mitch believes that it is in the best interests of every investor, to identify a role model for wealth creation, like Warren Buffett, OMERS, or the CPP, and then to duplicate their approach for successful investing.