ZARZA We are Zarza, the prestigious firm behind major projects in information technology.

Financial Fallout in Wealth Management: Helping Your Clients Plan for 2021

Dynamic Advisor Site Podcast

25/11/2020 46 min

Listen "Financial Fallout in Wealth Management: Helping Your Clients Plan for 2021"

Descargar episodio Ver en sitio original

Episode Synopsis

Advisors must know the details behind Canada's Emergency financial responses and integrate them into year-end tax planning activities.

More episodes of the podcast Dynamic Advisor Site Podcast

Finding Stability and Opportunity in Global Fixed Income 08/02/2022

Staying afloat during turbulent times 26/01/2022

Preferred Shares: One year later, where to go now? 02/12/2021

Year End Tax Planning 2021 18/11/2021

Navigating Estate Headwinds: Strategies for the Advisor and Executor 07/10/2021

Team Building for Financial Advisors 16/09/2021

Why Invest in Europe? 08/07/2021

Cyber security threats and what clients should know 17/06/2021

Special Report: April 19 Federal Budget 22/04/2021

The Energy Evolution - Investing in an Industry in Transition 05/11/2020

Ver todos los episodios