Eric Chong

September 26, 2018

How well do you know your portfolio?

If we were to ask you if your investment portfolio is appropriately diversified, what would your answer be? More to the point, how would arrive at […]
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August 17, 2018

Help protect your elders from fraud and abuse

Twice in the same week we’ve heard horror stories from our clients and colleagues about their much-loved elders being neglected or defrauded. We wanted to bring […]
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August 9, 2018

Give to charity, but take your tax relief

Give generously. Everyone understands the draw of helping others and giving back to the community. To make a substantial commitment to ongoing charitable giving is commendable […]
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August 2, 2018

Financial advice for our daughters

The financial industry continues to direct most of its advice to high net-worth male clients. But the world is changing and women are taking a much […]
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