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# personal wealth manager

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High-class problem: Large realized capital gains | MONTAG Wealth Management » Capital gains taxes loom large in investors' minds-- Many hold stocks with large capital gains because to sell shares would mean paying capital gains taxes. Montagwealthmanagement.com

Financial Planning & Advisor Services » Welcome to IG Wealth Management. Our wealth management advisors look at every aspect of Canadians financial picture to unlock life’s possibilities. Ig.ca

Think. Quantic. - Quantic Private Wealth Management » Quantic Financial Solutions develops high end risk & asset management solutions for financial institutions, professionals and corporates. Quantic-pwm.com

Canaccord Genuity » Canaccord Genuity Group Inc. is a leading independent, full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. Canaccordgenuity.com

The Polk Wealth Management Group | New York, NY | Palm Beach, FL | Morgan Stanley Private Wealth Management » The Polk Wealth Management Group specializes in high-net worth investing. Learn about PWM Podcast, Managing Significant Wealth, Insights and Outcomes, and Financial Wellness. Advisor.morganstanley.com

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