Tuula Jalasjaa, Head of HollisWealth, a Scotiabank Company is pleased to announce that David Yurich, Director, Private Client Group, and Senior Investment Advisor, Scotia Capital Inc., has earned the Trust and Estate Practitioner (TEP) designation. The award is granted by the Society of Trust and Estate Practitioners, an elite international organization for Trust and Estate Professionals….
Click to listen how you could save thousands with a strong tax strategy from Sound Financial Strategies. Tax planning should be part of your overall financial strategy, and should be considered on an ongoing basis throughout the year. Without a successful financial strategy, you might risk tax liabilities for your estate or miss out on important…