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Latest Articles

Investment

The Utility of Sector Investing
The Anatomy of an Index
Alternative Investments - Going Mainstream
The Threat of Identity Theft
A Primer on Dividends
A Taxing Story: Capital Gains and Losses
TIPS for Inflation
How Stocks Work
Mutual Funds vs. ETFs

Insurance

What to Look for in an Extended-Care Policy
Inventorying Your Possessions
When Life Insurance Becomes Taxable
The A, B, C, & D of Medicare

Money

Saving Early & Letting Time Work for You
The Half Million Dollar Baby
Making Sense of HSAs and FSAs
What Can You Buy With 529 Distributions?
Personal Finance Calendar
What If Your Kids Decide Against College?
The Big Pause
What Will You Do With Your Bonus or Windfall?

Lifestyle

A Path to Serenity and Smart Money Choices
Prevent a Rift: Money Tips for Newlyweds
Fixed or Variable Mortgage, Which Should You Pick?
Mastering Mobile Lingo
Money Draining Food Myths
Changing Unhealthy Behaviors
The Financial Literacy Crisis
Putting a Price Tag On Your Health
How Boomers and Millennials Differ
Do Your Kids Know The Value of a Silver Spoon?

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Office: 250-405-2435

Office: 250-752-8184

3450 Uptown Boulevard

301

Victoria, BC V8Z 0B9

joanne.kaban@raymondjames.ca

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Victoria office

301-3450 Uptown Boulevard
Victoria, BC V8Z 0B9

Phone: 250-405-2435
Email: office@islewealth.ca

Qualicum Beach office

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Phone: 250-752-8184
Email: office@islewealth.ca

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