Leo Almazora, Wealth Professional Canada 2020 was a year like no other, marked by seismic …
Written on April 21, 2021 at 1:19 pm, by alex dugan
Comments Off on ‘It’s an emotional roller coaster out there for clients’
Categories: Blog, In the News
Tags: Advocis, Businesses, COVID-19, Debt, Estate Planning, Financial Advice, Financial Advisors, Financial Anxiety, Financial Literacy, Financial Planners, Financial Planning, Investments, Pandemic, Savings
April 12, 2021, Toronto – With COVID-19 vaccine distribution in full swing across the country, …
Written on April 12, 2021 at 1:35 pm, by alex dugan
Comments Off on What financial mistakes did Canadians make during the pandemic? Ask their advisors.
Categories: In the News, Press Release
Tags: Advocis, Canadians, COVID-19, Emergency Funds, Estate Planning, Finances, Financial Advice for All, Financial Advisor, Financial Planner, Financial Planning, Investments, Market Drop, Pandemic, Panic Selling, Savings, Vaccine
We all know the old adage about death and taxes. Seems very few clients want to think about eventualities, though.
Written on February 25, 2019 at 4:51 pm, by alex dugan
Comments Off on Suddenly Widowed
Categories: Blog
Tags: Estate Planning, Interview
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