News and resources for Canada's top financial advisors
Planning and Advice
Knowledge: The basic memorization of facts, formulas and figures. Comprehension/application: The application of a formula given a set of prevailing circumstances. Analysis/synthesis: The drawing of conclusions from the application of the information (for example, is a security overvalued or undervalued?). Evaluation: The candidate must voice his or her own opinion and recommend a course of […]
By Brian Y. Gordon |October 1, 2004
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Tax & Estate
January 17, 2024|4 min read
October 26, 2023|4 min read
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