The Importance of Naming Beneficiaries
A number of clients have recently needed an explanation on the difference between beneficiaries named in a Will and beneficiaries named to a particular investment. When an individual dies, the value of all assets held on the date of death…
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At Cody & James Chartered Professional Accountants, our business stars with people. In fact, many of the clients we started with 25 years ago are still with us. Providing financial services with a personal touch is what we excel at. The better we know our clients the more we can maximize personal deductions and deliver unique business insights.
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