David's Monthly - November 2024

David's Monthly - November 2024

David Crotin, MASc, CIM, QAFP David Crotin, MASc, CIM, QAFP

David Crotin, MASc, CIM, QAFP

Working with business owners, executives and professionals to provide tax, investment and financial planning strategies to meet their needs and goals.

发布日期: 2024年11月15日
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Good afternoon, readers. We hope you have had a good month since the last issue. So much has happened. We have had many discussions about the market as it relates to the new US administration. We are having many discussions with business owners on holdcos and how they fit into their planning, and we will talk about both latter issues below.

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