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  • Emerging Markets: Best investment opportunities

    Emerging Markets: Best investment opportunities

    Bhim Asdhir, founder and president of Excel Funds Management, explains why emerging markets are growing three times faster than the developed world and points to specific investment opportunities.

    Interview of Jade Hemeon, Bhim Asdhir |
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Building your Business on

  • U.S. expatriation and your dual citizen clients

    U.S. expatriation and your dual citizen clients

    U.S. expatriation is on the rise, but remains a complex and difficult process. Terry Ritchie, director of cross-border wealth services with Cardinal Point Wealth Management in Toronto, discusses the ins and outs of relinquishing U.S. citizenship.

    Interview of Rudy Mezzetta, Terry Ritchie |
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  • Financial Planning

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    Navigating the blended estate plan

    What clients with complicated family trees need to know to ensure their final wishes are carried out properly. New date confirmed.

    Ian Lebane  |   November 12, 2014

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