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In a world overloaded with information, having more knowledge requires more discernment. Deep focus and critical thinking are rare – and, therefore, highly valuable. This served as inspiration for our current issue of Grow Together, which is themed “Insight Over Information".
This issue of Grow Together focuses on the theme "From Hindsight to Insight: Reflections on Building Wealth". It celebrates the lessons our clients and colleagues have learned, providing clarity and confidence as we head into 2025.
Sometimes, the insights we pass onto our clients feel like a best kept secret. With this as our theme for Grow Together, we dive into lesser-known financial strategies like overlooked investment opportunities, the potential of Donor Advised Funds in legacy planning, and surprising ways to maximize RESPs.
Our theme in this issue of Grow Together is "Evolution by chance or by choice". We look at the pivotal moments where individuals and companies face change, either proactively or in response to factors outside of their control. Inspired by the positive changes we've seen our clients make in their own lives, we also share retirement transition stories from two of them.
Personalized service sits at the core of our client relationships. So, this issue of Grow Together explores different angles of how, and why, we strive to show up for our valued clients in meaningful ways. Our contributors share their insights on what personalized client care means to them in working with clients to create exceptional experiences.