News

These are our news.

  1. ARTICLE

    What tax rate should be used for asset allocation?

    October 6, 2020
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  2. ARTICLE

    The compliance checklist in a context of succession

    October 6, 2020
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  3. ARTICLE

    What exactly is the duty to provide information?

    October 2, 2020
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  4. ARTICLE

    Transfert de clientèle : cas vécus et leçons à retenir - Cas #3

    September 23, 2020
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  5. ARTICLE

    How to prepare for your first meeting with an advisor

    September 20, 2020
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  6. ARTICLE

    More and more advisors from large banks are looking to go independent

    September 14, 2020
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  7. MAGAZINE

    2020 Vol. 45 no 3

    September 1, 2020
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  8. ARTICLE

    Taxes, often overlooked in asset allocation

    August 25, 2020
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  9. ARTICLE

    Transferring clients to a new advisor: Case studies and lessons learned - Case #2

    August 24, 2020
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