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Advisors who've left the big banks find varying levels of support

June 5, 2023

Those who’ve made the switch say offerings at their new firms can range from a similar structure for support services to no internal experts whatsoever

British Columbia Raymond James Leith Wheeler Dalyce Seitz Brad Coutts Darren Coleman

Source: theglobeandmail.com

How to manage RRIF withdrawals tax-efficiently to avoid 'a hefty penalty'

April 5, 2023

Taking full advantage of someone’s marginal tax rate can be a way to reduce taxes on RRIF withdrawals over the long term

Nova Scotia Alex Skoke Dalyce Seitz Andrew Feindel Leith Wheeler Investment Counsel Ltd Assante Capital Management Ltd

Source: theglobeandmail.com

What's the most overlooked challenge clients face in retirement?

November 2, 2021

We asked three advisors

Dalyce Seitz Tina Tehranchian Assante Capital Management Ltd

Source: advisor.ca

What was the biggest lesson you learned during the pandemic?

October 4, 2021

We asked three advisors

Richmond Hill David Lepoidevin Dalyce Seitz Tina Tehranchian Leith Wheeler Investment Counsel Ltd Assante Capital Management Ltd