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Episode 367: AMA #8 + Insurance Needs Analysis with Louai Bibi

The Rational Reminder Podcast

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Navigating Investment Strategies in Canada

This chapter explores the potential adoption of a fiduciary standard for financial professionals in Canada and the impact of large financial institutions on this process. The speakers evaluate various investment strategies and the challenges investors face in outperforming the market while highlighting the significance of consistent habits and personal risk factors. Additionally, they discuss the evolving nature of investment philosophies and the importance of prioritizing client relationships over traditional financial methods.

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