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Rudy Mezzetta
Canadian investment firms are taking a cautious approach to Bitcoin and other cryptocurrencies as client interest in the space increases and new products offer retail investors easier access to cryptocurrencies.
Financial advisors are divided on cryptocurrency’s place in client portfolios. Some advisors avoid digital currencies altogether while others embrace the investments but only for certain clients and with limited exposure.
“We’re incorporating ETFs backed by Bitcoin in RRSPs and TFSAs,” said Michael Zagari, an investment advisor in Montreal with Burlington, Ont.-based Mandeville Private Client Inc. “If [cryptocurrency prices] are going to go where you think they will go, you would want [those investments] to be in a tax-free environment.” Zagari said he recommends a 1%–5% position in cryptocurrency as a long-term holding for clients whose portfolios are already on track to meet financial goals.
Tina Tehranchian, Award-Winning Senior Wealth Advisor for Assante Capital Management Ltd. was recently selected as Senior Wealth Advisor of the Decade for 2021 by the International Association of Top Professionals (IAOTP)
Toronto, Ontario (PRUnderground) March 9th, 2021
Tina Tehranchian, Award-Winning Senior Wealth Advisor for Assante Capital Management Ltd. was recently selected as Senior Wealth Advisor of the Decade for 2021 by the International Association of Top Professionals (IAOTP). Tina is the first woman and the first Canadian to receive this distinction.
While inclusion with the International Association of Top Professionals is an honor in itself, only one Senior Wealth Advisor is selected for this distinction. Tina is being recognized for this honor for pursuing excellence in every aspect of her business over three decades of professional experience as a licensed and trusted, Senior Wealth Advisor. IAOTP is incredibly honored to be able to recognize Tina for her su