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Fawad Doe
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Decks in this class (28)
Chapter 1
In canada the primary legislation...,
The main purpose of this guidelin...,
Requirements for this guideline i...
37
cards
Chapter 2
_______ can be generally defined ...,
The study of ethics has three dis...,
_______ _______ help guide behavi...
60
cards
Chapter 3
Firms must report any large cash ...,
The primary form used to collect ...,
This financial information gives ...
35
cards
Chapter 4
The purpose of net worth planning...,
This type of statement shows how ...,
This type of statement determines...
22
cards
Chapter 5
Overdraft protection typically ca...,
There are two common types of cre...,
What does revolving credit mean
77
cards
Chapter 6
Divorce among aging canadians is ...,
Unmarried spouses in ontario are ...,
A breakdown of the marriage is es...
52
cards
Chapter 7
What is your primary role as a we...,
Wealth management begins with,
Defined as the sum total of a wor...
34
cards
Chapter 8
Understanding Tax Returns
35
cards
Chapter 9.1
Tax Minimization
53
cards
Chapter 9.2
TAX-FREE SAVINGS ACCOUNTS AND OTHER PLANS USED FOR NON-RETIREMENT GOALS
59
cards
Chapter 10
A significant tax strategy that i...,
Low income pensioners living in c...,
Two of the key factors that contr...
26
cards
Chapter 11
A registered pension plan rpp is ...,
There are two main types of regis...,
If the business that issues the r...
39
cards
Chapter 12
Meaning they are financed through...,
The canada pension plan investmen...,
_______ ________ delivers the cpp...
66
cards
Chapter 13
Sources of income at retirement c...,
What percentage of canadians cont...,
At its most basic level retiremen...
35
cards
Chapter 14
An annuity designed to overcome u...,
A type of insurance contract that...,
A fundamental contractual right a...
51
cards
Chapter 15
If bill does not provide adequate...,
The legal process by which courts...,
In common law provinces a documen...
88
cards
Chapter 16
This trust provision indicates th...,
A personal trust must file its in...,
Amounts that were not paid at the...
21
cards
Chapter 17
The return on one security always...,
If the return on one security alw...,
The currency the company uses in ...
17
cards
Chapter 18
A procedure devised by the americ...,
An approach to taa that involves ...,
A strategy of defining the optima...
27
cards
Chapter 19
This type of model assumes that a...,
This type of model assumes that a...,
It represents ownership interest ...
40
cards
Chapter 20
It is a commercial draft a writte...,
These non government debt securit...,
Evaluating an issuer s ability to...
30
cards
Chapter 21
The approximate change in dollar ...,
The portion of the spread attribu...,
These debt securities strategies ...
18
cards
Chapter 22
This states that an asset cannot ...,
It is a contract provision preven...,
It is the minimum return a fund m...
173
cards
Chap 23
It quantifies the degree to which...,
It measures the performance of th...,
These are the best known type of ...
56
cards
Bonus
Determining a client s retirement...,
How is a guaranteed minimum withd...,
What is the guaranteed withdrawal...
72
cards
CY Bonus
2 fastest growing hnw clnt segments,
White paper 9 competencies of suc...,
Discretionary vs non discretionary
93
cards
Olivers
The latest impact of the baby boo...,
Fatca was enacted by the ______ a...,
Wealth management focuses on all ...
192
cards
2
If nell s cottage remained as a s...,
28
cards
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LOA GOD MODE
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