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Annual Insurance Audit for High-Net-Worth Canadians: How to Spot Gaps in Your Coverage

Annual Insurance Audit for High-Net-Worth Canadians: How to Spot Gaps in Your Coverage

East Coast Coaching
Published on: 13/01/2026

Annual insurance audit for HNW Canadians. Help clients spot coverage gaps across life, disability, CI, key person, buy-sell, and high-value assets, with advisor-led best practices.

New Year, Clean Slate - January 2026
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New Year Bookkeeping Checklist for Canadian Small Business Owners: How to Get Tax Ready in January

New Year Bookkeeping Checklist for Canadian Small Business Owners: How to Get Tax Ready in January

East Coast Coaching
Published on: 06/01/2026

New Year bookkeeping checklist for Canadian small business owners and those on their financial management team. A guide to tax readiness, CRA compliance, deductions, and cash planning in NB and NS.

New Year, Clean Slate - January 2026
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