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  • Documenting your succession plan

    Documenting your succession plan

    In part 10, George Hartman, managing partner with Elite Advisors Canada, discusses the importance of having a written succession plan and what should be included in the document.

    Interview of George Hartman, Grant McIntyre |
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  • Financial Planning

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    Wealth planning using trusts

    A review of the key types of trusts and how they are used in financial planning

    Wilmot George  |   April 09, 2015

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Financial Planning

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