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How to choose the correct policy and juggle between your budget
Haven't writen another blog for some time, it was quite busy and also attending the Small Business Summit had added extra pressure and workload as well....Anyway, in order for you (the readers)...
View ArticleRelease of "What to look out for when running your own business" video
After a few weeks of compliance reviews and busy schedule, we have finally got the video on the Power Expo done. For more info on TruFinancial at Power Expo, please visit my blog. "What to look out for...
View ArticleTry to trust your advisor, more
Sometimes I feel really disappointing when prospects (or even clients) under estimate what we, advisors, can do for them and keep thinking we can't help them in anything if they don't have money (or...
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How do I save when I have no money left?!
Isn't this a line you have in your head when your financial advisor suggests a saving plan for you? If you don't have a financial advisor, isn't that a line you have in mind when you read stories on...
View ArticleWhat to do to save tax in Canada?
As a financial advisor, I always have discussion with clients and prospect on cashflow management, tax strategies and saving strategies. Whereas tax strategies seems to be one of the most brought-up...
View ArticleWhat is the most urgent financial resolution for YOU?
While the new year just rolled around, most of us would have thought of a "new year resolution". Regardless what is your resolution, improve your finances should be a part of it. Improve - there is...
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