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Why I made a career change to work in wealth management

Having recently turned 30, I paused to reflect on my personal and professional accomplishments. Completing two professional qualifications, working in three different countries, and travelling the world, I set my dreams as my goals and made them reality. By making the right choices and working hard, I progressed quickly in my career to hold strategic roles at a relatively young age. Yet I began to realize that my career path was falling short of where I wanted it to lead. Given my strong interest in finance and investing, my dream was to help others create a better investment experience and I therefore decided to become a private client portfolio manager.

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Newsworthy Articles- April 2015

7 Habits of Highly Effective Retirement Savers What actions and strategies separate the people who are prepared for retirement from the ones who aren't? This article highlights 7 specific habits to help us save for retirement. read more>> The Behaviour Gap...

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Playing to Win: A Personal Take on Financial Planning

There’s a favourite saying among sports coaches that failing to prepare is preparing to fail. If an athlete does not ready his body and mind to the appropriate levels before a competition, he or she has already lost before the game even starts. Achieving this superior mind-body interaction can be the difference between winning and losing. TMA’s Kirk Qayoom shows us how we can take the lessons learned on the fields, rinks, and courts and apply them to our personal finances?

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Shaming Mr. Banks

Two former CIBC executives are to be paid nearly $25 million as part of their retirement packages. Canadians may wish to start asking themselves if the services and products they pay for are serving them or the banks.

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2014: What Happened and What Did Not

Volatility is back. Just as many people were starting to think markets only ever move in one direction, the pendulum has swung the other way. Anxiety is a completely natural response to these events. Acting on those emotions, though, can end up doing us more harm than good.

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The Blue Ocean

In 2005, W. Chan Kim and Renée Maubourgne wrote The Blue Ocean Strategy, a business management book that sought to change how companies competed. Their main argument was that a company needed to move from the “red ocean,” where it is engaged in bloody and ruthless...

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