Advertorial
22 Nov 2023

CIBC: Fee-based Advice

Keep it simple! One all-inclusive fee will enable your investment advisor to work for you. What is fee-based advice? A fee-based advisor works with you to create, implement and manage a customized investment portfolio while adjusting it to the changing...
By City Life Staff
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Advertorial
08 Mar 2023

Corporate estate preservation: Q&A with Sugi and Geoff

Increase the size of your estate by moving surplus corporate dollars into a tax-exempt life insurance strategy. What is it? A strategy of moving surplus corporate capital (savings) from a taxable investment into a tax-exempt, corporately owned policy to greatly...
By City Life Staff
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10 Oct 2018

Jason Polsinelli: “Be the best at what you are and deliver the best at what you can do”

Managing Wealth and Helping People with Financial Decisions and Advice. Personal financial situations are like DNA — everyone’s is different. Your situation, aspirations, financial goals and priorities are unique and constantly changing as your life evolves. These factors may become...
By City Life Staff
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Advertorial
06 Apr 2018

Work Smart for Your Money – Financial Planning with Bruno Ricchio

Bruno Ricchio wants everyone to know that he is going to continue to be here for the next 25 years. Financial planning is more than budgeting, saving or the perfect investment strategy. It sets you on a course toward actively...
By City Life Staff
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