Claudio F. Meneses - Corporate Branch Manager

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Claudio F. Meneses - Corporate Branch Manager

Confidentially, Confidently, Collaboratively
Proud to be working with People to find suitable investments. Ask about the 4 C's of investing and insurance !

24/03/2025

Navigate this flowchart for TFSa or FHSA - alternatively, let's discuss it over a coffee and make sense of it all !!

Cheers!

13/03/2025

https://financialpost.com/wealth/smart-money/tfsa-wealth-gen-z-millennials

08/03/2025

https://www.advisor.ca/economy/policy/making-the-case-for-a-march-rate-cut-nbf/

Despite stronger inflation, jobs, BoC may still cut rates

04/03/2025

https://financialpost.com/personal-finance/taxes/jamie-golombek-tax-season-monday

24/02/2025

23/02/2025

https://www.advisor.ca/practice/planning-and-advice/helping-couples-manage-their-finances-emotions/

07/02/2025

A good time for a good discussion .... enjoy !

Canadians see value in seeking financial advice, survey finds

30/01/2025

Are you Gamblng or Investing .... some insights on making your money work for you.

Enjoy !

https://financialpost.com/sponsored/investing-sponsored/are-you-investing-in-the-stock-market-or-gambling-on-it

Address

Website

https://www.monarchwealth.ca/, http://www.CIRO.ca/, http://www.fsrao.ca/

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