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Catch up on some recent Alitis News.

Learnings from Last Man Standing: The Ascent of Jamie Dimon and JPMorgan Chase

Last Man Standing, by author Duff McDonald, provides readers a deep insight into the life and career progression of Jamie Dimon, his relationship with mentor Sandy Weill (& the subsequent falling out) along with the happenings of the financial markets in the early 1980s, 1990s, and 2000s leading up to the Global Financial Crisis of 2008-09 and the aftermath.

How to include charitable giving in your estate plan

With estate planning, many people worry that donating to charity will take inheritance away from their heirs. In reality, leaving money to charity means that you are adopting another child and disinheriting the taxman.

When to start taking CPP

It is important to remember that everyone has a unique situation, and when your friends or neighbors start taking CPP, may not be the right decision for you.

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Comox, BC, V9M 3P5
P: 250.890.1372

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1480 Fort Street
Victoria, BC V8S 1Z5
P: 250.386.4933

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