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Besides inhibiting investor choice and causing capital gains taxes to go up, the FIFO provision would also complicate the financial planning. as they choose. For.

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In a statement it made on Monday, the United Forum – a forum of several national, local and regional associations of distributors and independent financial advisors (IFAs) – said that the very same proposals could force the individual.

After carefully and thoroughly reviewing your revised proposal, in consultation with its financial advisors, Robert W.

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As such, support for the proposal is warranted." Commenting on the proxy advisors’ reports, Claude E. Davis, Chief.

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In a joint submission responding to the Ontario government’s Consultation on Financial Advisory and Financial Planning Policy Alternatives, IFIC and the IIAC laid out a framework for accreditation of those who use the title of “financial.