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Tuesday, February 02, 2010
Wealth Manager-Helping give a client's money away | Reuters
Wealth Manager-Helping give a client's money away | Reuters: "Only 1 percent of Canadian baby boomers use a financial adviser when planning their charitable giving, according to a recent poll by the Bank of Montreal's Retirement Institute. But clients benefit from giving to charity, and advisers should play an active role -- even if that means watching money leave their accounts."
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