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An outlook on the global real estate market and how the presenter's team is positioned to take advantage of market opportunities while managing risk.
** Please note that attached presentation ...
A presentation discussing getting the most out of buying or selling an advisory practice by understanding the tax and legal impacts.
Outlining the services and technology used/offered by Assante Wealth Management.
Outlining business strategies moving forward into the future.
A brief update of CI Investment updates, strategies & performance as well as a recap of market performance.
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