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Are you prepared for generational wealth transfer?

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http://bit.ly/2livRhY

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Why wealthy families lose their wealth in three generations…

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http://www.theglobeandmail.com/globe-investor/globe-wealth/eroding-family-fortunes-how-the-cycle-can-be-broken/article33757468/?utm_source=Shared+Article+Sent+to+User&utm_medium=E-mail:+Newsletters+/+E-Blasts+/+etc.&utm_campaign=Shared+Web+Article+Links

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About Last Night…a response to the election from our partners at Guardian Capital Advisors.

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About Last Night The people have spoken. The 45th President of the United States will be Donald Trump. In the first-wave after any seismic event…

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A look at current market conditions from Christie Rose, CFA.

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September and October are well known for months of volatility for various reasons. Interestingly enough the market environment has seen more of a sideways move…

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A remarkable story highlighting the importance of estate planning.

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http://wealthmanagement.com/high-net-worth/veep-star-julia-louis-dreyfus-announces-billionaire-fathers-death-emmys?eid=forward

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A timely update from Christie Rose of Guardian Capital

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Our Current portfolio strategy is relatively unchanged: Under-weight fixed income relative to equities. Keep the average life of the bonds short term to minimized interest…

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Defensive Investing, by the numbers…QV Update

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QV Update – 16.04.08

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