News and resources for Canada's top financial advisors
Planning and Advice
Profile of: Adrian Mastracci, R.F.P. Portfolio manager KCM Wealth Management Vancouver Years in the business: 35 About me My specialty is designing and managing “serious money” portfolios. My expertise coordinates client investment portfolios with their retirement aspirations, risk tolerances, estate planning, income tax and business planning strategies as required. How I work with clients I’m […]
By Adrian Mastracci, R.F.P. |September 1, 2009
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Tax & Estate
January 17, 2024|4 min read
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