Mungerisms: Words of Wisdom From Charlie Munger

The world recently lost an investing icon with the passing of Charlie Munger at the age of 99. As the Vice Chair of Berkshire Hathaway, Mr. Munger was Warren Buffett’s sidekick for the past 45 years....

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Key Investment Themes and Risks for 2024

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Client Appreciation Event, September 23, 2023: Take a Walk on the Wild Side

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Involved in our Community

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Planner’s Corner: Fees are important, other considerations.

With the impact of inflation on our finances, it’s timely to review all spending including investment fees....

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Planner’s Corner: Embracing Retirement

Just as the seasons of the year each have unique beauty and challenges, so do the seasons in our lives. Retirement is like the Fall/Winter season....

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Bloom Where You Are Planted: Jody Groenendyk, Blankets of Love Foundation for Mental Health

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Canada Life Acquires Investment Planning Counsel (IPC)

Lighthouse Financial’s back-office provider, IPC, has been acquired by Canada Life from IGM Financial....

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Planner’s Corner: First Home Savings Account

The Canadian government has introduced First Home Savings Account (FHSA), a new tax-advantaged account that can help Canadian residents purchase their first home or those who have not owned a home in the preceding four years...

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