David Chilton in page

The Wealthy Barber explains two ways you can invest

July 07, 2021 |David Chilton

The basic principles of investing cover bitcoin, stocks and even your bank account

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David Chilton in page

Make your Will immediately if not sooner

July 07, 2021 |David Chilton

The Wealthy Barber's crucial message to all of his French-speaking friends, in French

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The Wealthy Barber on how a corporate executor helps family harmony

July 07, 2021 |David Chilton

Instead of placing the stress on a loved one, experienced professionals can carry out your last wishes

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David Chilton in page

The Wealthy Barber: How a trust company can help

July 07, 2021 |David Chilton

If you’re acting as an executor of a Will, consider hiring an executor’s helper

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david chilton in blue blazer

How the Wealthy Barber manages emotions when it comes to investing

March 12, 2020 |David Chilton

Author and investor David Chilton offers tips for dealing with market turbulence.

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Income splitting

The Tax Benefits of Income Splitting

October 10, 2019 |David Serber

...it is understandable that clients with taxable income of roughly $225,000 or more per year, who are subject to the top rate, are on the lookout for ways to reduce their tax bill.

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The waiting game

The Waiting Game: Will the Global Economy Respond to Lower Interest Rates?

October 10, 2019 |David Serber

Despite the never-ending stream of dire news over the past few months (Brexit, China trade war, Hong Kong riots, Trump, etc.), the third quarter was relatively calm for financial markets.

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David Serber, FCSI

Senior Portfolio Manager & Wealth Advisor

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