Mark Yip, CFP, RIS

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Mark Yip, CFP, RIS

Mark Yip, CFP, RIS

@MarkYipCFP

Senior Wealth Advisor with Servus Wealth Strategies/Credential Securities, committed to guiding Albertans to a financially secure life.

Edmonton, Alberta, Canada Katılım Mart 2012
228 Takip Edilen73 Takipçiler
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Mark Yip, CFP, RIS
Mark Yip, CFP, RIS@MarkYipCFP·
Disclaimer: Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.
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Mark Yip, CFP, RIS
Mark Yip, CFP, RIS@MarkYipCFP·
Brian Belski, chief investment strategist at BMO Capital Markets, talks to the Financial Post's Larysa Harapyn about why the U.S. debt ceiling is important for investors, where he thinks stock markets and the Canadian dollar are hea advisor.news/video-why-the-…
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Mark Yip, CFP, RIS
Mark Yip, CFP, RIS@MarkYipCFP·
Grocery cash-back apps are downloaded on a computer or phone and give shoppers the ability to earn money back when they make purchases – either in person or online. Many apps list weekly deals. advisor.news/pc-optimum-rak…
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Mark Yip, CFP, RIS
Mark Yip, CFP, RIS@MarkYipCFP·
Most people don’t want to think about their own death – let alone talk about it. This unwillingness to contemplate their own mortality means many Canadians lack the knowledge to engage in effective estate planning, a new study sugge advisor.news/how-proactive-…
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Mark Yip, CFP, RIS
Mark Yip, CFP, RIS@MarkYipCFP·
In 1977, a Ferrari owner offloaded his 1962 250 GTO because his wife complained it was too noisy, recounts Andrea Modena, head of Ferrari's classic car division. It was either her or the car. "Nowadays, I'm not sure the wife would advisor.news/ferrari-fever-…
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Mark Yip, CFP, RIS
Mark Yip, CFP, RIS@MarkYipCFP·
Three retirees — Diane Wigger, an advertising sales executive; Wray Blattner, a lawyer; and Daryl Ward, a pastor — talk about the fears they faced as they approached retirement and the steps they took to overcome them. What they had advisor.news/3-retirees-on-…
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Mark Yip, CFP, RIS
Mark Yip, CFP, RIS@MarkYipCFP·
A reader asks: I recently heard that a RRIF, if not used up, cannot go to a beneficiary after your spouse dies. That any money left if you are a sole survivor goes to the government if one does not withdraw all funds. Is this true?” advisor.news/clearing-up-so…
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Mark Yip, CFP, RIS
Mark Yip, CFP, RIS@MarkYipCFP·
Since last fall, artificial intelligence — in particular ChatGPT and its recently unveiled successor, GPT-4 — has taken center stage in conversations about the future of business, work, and learning. ChatGPT became the fastest-growi advisor.news/5-ways-to-futu…
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Mark Yip, CFP, RIS
Mark Yip, CFP, RIS@MarkYipCFP·
Every tax season, many of us are forced to confront the same question: should you fork out for an accountant or brave it alone? We break down the pros and cons of each. advisor.news/accountants-10…
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