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Ballard Mudge Financial Group

  • Home
  • About us
    • Michael C. Ballard
    • David Mudge
    • Liliana Bello
  • Canadian Focused Equity Portfolio
  • Resources
    • Reading List
    • Blog
    • Publications
  • Contact

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Address 1250, René-Lévesque West Blvd. Suite 3100 Montreal QC, H3B 4W8
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David Mudge

September 21, 2020

Annual commentary Year In review
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CANADIAN FOCUSED EQUITY- 2 YEARS IN

August 31, 2020 marked the second anniversary for the Ballard Mudge Financial Group’s Canadian Focused Equity Portfolio.  We wanted to pause and reflect on how the first two years have gone.  Read More..

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David Mudge

September 27, 2021

3 Year Old- Cake

THE CANADIAN FOCUSED EQUITY PORTFOLIO- 3 YEARS IN

Since Inception, the portfolio has returned 16.70% annually through August 31, 2021 beating the benchmark return by 3.47% annually.

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David Mudge

May 03, 2024

Girl with Drums

DEATH, TAXES & DAVE GROHL

Its been a while since my last blog.  I am finding it difficult to find new interesting things to write about.  Why not rehash some old ones?  Death and Taxes …. and maybe throw in some Dave Grohl. 

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


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