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If you suffered losses and would like a davenport investments ii llc formation consultation with a securities attorney, then please call Galvin Legal, PLLC at Rule is composed of three main obligations: reasonable-basis suitability, customer-specific suitability, and quantitative suitability. Galvin Legal, PLLC is a national securities arbitrationsecurities mediationsecurities litigation, securities fraud, securities regulation and compliance, and investor protection law practice. First Name required. Last Name required. Phone Number required.

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If the wealth tax is likely to impact you directly, your first instinct may be to call your real estate broker and start packing. If you would have been eligible for the wealth tax i. For the next ten years, you could be paying the wealth tax, albeit at a rate that lowers gradually every year - 90 percent the first year, 80 percent the second, etc.

He or she may have more information on this bill or offer clarity and insight to your biggest questions surrounding these potential tax changes. This content is developed from sources believed to be providing accurate information, and provided by Twenty Over Ten. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.

The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. What Is a Wealth Tax? As new technological solutions continue to emerge and options for investors expand, it is imperative that investment planning takes into account the transformation of the industry and, principally, the changing needs and aspirations of the individual.

Leo recognises this is why a boutique firm with a highly focused approach such as ours is best equipped to adapt to the evolving situation in developing wealth management solutions. It also benefits the industry by putting the focus on best practice and transparency; principles that Scott and the team at Escala have promoted since the firm was established.

This means not only identifying the entirety of the assets and structures of individual clients and family offices, but importantly getting close to their individual circumstances and understanding their particular objectives, aspirations and succession plans. He says the care you have for a client is reflected in the level of service you provide, which in turn delivers the long-term satisfaction that a client can experience and enjoy.

Throughout his extensive career with leading investment banks and financial services companies, Scott has gained broad experience working with leading Australian families, developing and managing sophisticated portfolios of global assets across the major asset classes. He says his own insights have deepened further since Escala joined forces last year with Focus Financial Partners, a global group of fiduciary wealth management firms.

The partnership arrangement provides him with access to significant knowledge, information and research available through the Focus international network. He advanced steadily at UBS to reach Executive Director status, all the while building core competencies in domestic and international equities, domestic and international fixed-income securities, real estate investment trusts, managed funds and derivatives.

While the partners at Escala have differing lengths of tenure in the investment industry, their combined expertise provides a fertile cross-matching of skills. Being an integral part of building a business is clearly an attraction. Working collectively to build a successful business is even more so. Heidi has worked in the finance industry for more than twenty years and offers considerable experience in a variety of areas including funds management, equity derivatives and private wealth management.

Through her diverse skills and commitment, Heidi has built a reputation for providing quality investment management services tailored to the individual needs of a discrete group of family offices, high net worth individuals, families and charitable foundations. Her dedicated approach has led to long-lasting client relationships based on total transparency, mutual trust, confidentiality and integrity, all principles that she values highly.

Heidi sees many benefits in the merger with Escala, as it brings together two collaborative wealth management businesses with aligned values and philosophies. His clients have ranged from governments, global banks and fund managers to corporates, not-for-profits, family offices and high net worth individuals. Simon holds a B. Bus Banking and Finance from Monash University. She has amassed substantive and diverse capabilities in the Australian financial services industry as an institutional and private client equity research analyst, corporate advisor, and private client advisor.

After graduating with a Bachelor of Commerce from the University of Melbourne, she moved straight in stockbroking, cutting her teeth on ASX-listed company analysis covering the retail, food and building materials sectors. Latterly, she capped her experience working with UBS Wealth Management, and now delivers her depth of expertise — generating and presenting investment ideas to a range of institutions and private clients, and producing clear and concise research reports — at Escala.

She underpins these capabilities by forming solid and durable relationships with clients based on dedicated client management: managing and partnering with clients to meet their investment portfolio and overarching wealth management requirements. We will be driving our offering across markets and asset classes and building proprietary portfolios accordingly. Ben has worked in varied roles in the finance industry over 20 years, including investment banking, funds management and research.

However, for the past 15 years he has worked exclusively in Wealth Management, with most of his tenure with global investment banks. His interactions with his clients highlights to him the importance of strong relationships, ensuring he gains a true understanding his clients objectives, requirements and expectations.

For Ben, Escala offers a fresh approach — one that utilises a team based approach to managing our client family. This ensures that Escala exploits the knowledge, experience and intellectual capital that is available to our financial advisors. Team work is a choice that we all adhere to. It helps our advisory team members to deliver a service to their clients that is superior to what they have been able to deliver in the past.

Having learned the back-office ropes, worked on the former ASX trading floor and then in sophisticated dealing desk environments for a clutch of established and well-respected firms, he is an adroit, well-seasoned member of the Escala team. Notably, he worked through the three major equities and financial market downturns in recent history — October , the dotcom bubble crash in , and the global financial crisis of — and navigated a loyal client base through these financially challenging periods.

Additionally, Stuart has always taken a view that it is essential to share his market understanding and industry expertise, and as a result he continues to provide a valuable mentoring role within Escala. After completing his law degree, Tom practised law for twenty years with a large regional law firm on the north coast of New South Wales.

He was offered partnership in the firm and enjoyed considerable success in this role. His work covered many areas of the law including succession and financial planning, superannuation, and governance around mortgage practices. He also became a qualified financial planner during this time.

The knowledge and experience gained during his legal career became a launch pad to looking after the investments of high net worth clients. A move to Deutsche Bank in meant Tom was able to continue working closely with investors to help them plan and execute their investment strategies. He is passionate about wealth management and has built a reputation for his honest and straightforward approach, combined with the ability to listen to his clients and fully understand their goals. He works in a collaborative manner and this has resulted in long-lasting, trusting relationships with numerous not-for-profit organisations and investors.

Over a career spanning three decades, George has amassed considerable understanding of key asset classes, particularly Australian equities, fixed income, credit markets, foreign exchange and structured products. He has had the opportunity to lead significant teams and take on major capability development responsibilities, many of which carried a global mandate due to the international nature of the organisations. His expertise in setting an appropriate risk-based asset allocation is combined with his knowledge of the role played by asset classes, capital markets and model portfolios, underscored by current global and local investment views.

A qualified actuary with a PhD in mathematical modelling, George believes the key to understanding an investor's risk tolerance is through knowing and identifying appropriate asset class risk profiles, and striking a balance between such risks and their respective potential returns.

Equally important to any investment objective is the need to recognise the macro economic, political and regulatory environments, and their dynamics as motivators for modifying a given investment strategy. In his role at Deutsche Bank, George advised high net worth clients on their investment strategy and asset allocation, and managed implementation of the plan, including portfolio construction and market-based tactical overlays. George joined the bank after spending five years with the Myer Family Company.

During the same period, he was also the Chief Investment Officer of Yulgilbar, a high net worth private family investment group. Ben has completed a Bachelor of Accountancy and Diploma of Financial Planning and has been servicing high net worth individuals and family offices for over fifteen years.

Providing strategic financial planning and superannuation advice is core to his approach along with investment advice across cash and fixed interest, Australian equities and International equities. Paul is a qualified financial planner and has provided advice to high net worth clients since when he completed a Bachelor of Commerce degree majoring in financial planning.

He first worked with Goldman Sachs JBWere as a tax analyst in its private client division, later joining UBS in as a financial planner and investment advisor. Paul is also qualified to provide advice on options, derivatives and currency trading. Additionally, Paul provides advice in relation to investment structures superannuation funds, trusts, companies , and estate, retirement, superannuation and succession planning.

When Paul joined Escala in mid his goal in sharing in the ownership of an advisory business marked a further milestone and highpoint in his career. Having spent more than twenty years of her career in wealth management, Alison derives great enjoyment from the multiple aspects of financial markets, including investment research and portfolio construction, and particular pleasure from the relationships she forms with her clients.

She also has financial planning qualifications and is a graduate of the Australian Institute of Company Directors. With previous grounding in investment and advisory from JBWere, Jonathan continues to build on his strong understanding of the intricate and multi-faceted financial affairs of high net worth individuals, families and not-for-profit institutions. With clients spanning metropolitan and regional areas throughout Australia, Jonathan values face-to-face contact above all forms of communication.

This ensures Jonathan is able to provide highly detailed, individualised and tailored investment and structuring advice which aligns with the clients objectives. He is a team orientated professional accustomed to high achievement. His determination and ambition to achieve the best possible outcome for clients remain driving forces behind his energetic and passionate approach. It was Escala Partners unique vision and direction that drew Jonathan to the business.

Before joining Escala Partners, Nick was a Private Client Advisor to individuals and families in Western Australia and was also involved in Institutional Sales, providing services to both domestic institutions and overseas funds. These roles allowed him to build on foundations of knowledge acquired through completing a Bachelor of Commerce and a Bachelor of Economics at the University of Western Australia.

What drew Nick to Escala Partners was the quality and integrity of the advisors providing this advice to clients. This security, combined with decades of collective experience across the business, provides multiple angles to solve the most complex of wealth management solutions. His focus at Escala is to build long-term relationships with clients, moving away from the traditional transaction based conversation, and in doing so allowing clients to realise their distinctively personal financial goals that are set from day one.

Ed has been working in investment markets since , beginning his investment career as a small and microcap equity analyst on the institutional investment side. He then moved into fund research, primarily from a quantitative perspective, covering all asset classes and providing him with unique input into the fund research process. There he took up an opportunity to work in London with Jewson Associates, an investment consulting firm that specialises in providing investment advice to family offices, charities and endowments, including some of the largest universities and charitable organisations in the UK.

Ed was involved in each stage of the investment process, from tailoring strategic asset allocation advice to global fund research, portfolio management and client relationships. He helped the firm develop a reputation for quality advice and investment management. There he continued in both a research and client relationship role, providing investment advice in a collaborative team environment, before joining Escala as an investment advisor in December following the merger with FORM.

Following the completion of a Bachelor of Commerce and a Bachelor of Economics double degree at Monash University, Tim began a career in wealth management at UBS developing key skills and establishing important networks.

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US-born, educated and trained, he brings to the talent mix investment analysis skills and advisory and asset allocation experience, rounded off with personnel management abilities that most recently included running a team of 55 advisors and their support teams as an Executive Director of UBS.

We have the ideal format to deliver on behalf of clients. Tracey began her career in financial markets in , initially as an economist for CS First Boston in Sydney where she worked for her economics professor from Newcastle University. She became a CFA Charterholder in In Tracey moved to Baillie Gifford in Edinburgh as a member of their fixed income team.

After three years, family bought her back to Sydney where she joined the fixed income and credit team at Colonial First State Asset Management. In Tracey took up the role of Head of Investment Strategy at UBS Asset Management, where she was responsible for the suite of multi-asset funds offered to Australian-based institutional clients.

In this role she has responsibility for strategic and tactical asset allocation and manager selection across all multi-asset funds, and is Chair of the Escala Partners Investment Committee. Coire graduated from university in , with the focus of his studies being to gain a solid understanding of business both from an accounting standpoint and financial markets. This coupled with his IT expertise allowed him to secure a role as an Associate at Escala in May Passionate about building a career at Escala Partners, Coire believes that joining the firm 'day one' has allowed him to see a wealth management business built from the ground up.

If nothing else, wealth management is all about relationships and for Mason this is his founding pivot point. His focus is first and foremost on strategic planning for whole-of-life tax efficiency and asset protection, backed up by equal attention to building optimum client portfolios.

Through forensic assessment of family trust, company and superannuation vehicles and their structures, he ensures that Escala clients are set up for the long term with their taxation liabilities minimised and their valuable assets protected. Latterly, Mason worked with UBS Wealth Management, building on his investment and strategic financial planning and structuring advice.

By focusing on building and protecting the long-term wealth of his clients, he prides himself on having forged trusting, long-term relationships. He previously worked with Mercer, also providing strategic financial planning and investment advice to private clients, and additionally providing consulting advice to corporate superannuation fund members and their boards of trustees.

For more than thirty years, Leo has been active in navigating the intricacies of client relationships and wealth administration, with roles ranging from state-level management to individual wealth management. With this breadth of experience, he is well equipped to manage both personal and organisational funds.

For some time now he has realised the benefits of providing bespoke financial advice, and it was this specific interest that attracted him to the Escala ethos. Our flexibility, broad expertise with financial products and collaborative approach greatly assist him in planning personalised financial strategies for his clients. Leo believes that, in the twenty-first century, financial advisory methods need to be not only diverse but also bolstered by a strong and supportive organisation behind the scenes.

This way of thinking is fully supported by the Escala team. As new technological solutions continue to emerge and options for investors expand, it is imperative that investment planning takes into account the transformation of the industry and, principally, the changing needs and aspirations of the individual. Leo recognises this is why a boutique firm with a highly focused approach such as ours is best equipped to adapt to the evolving situation in developing wealth management solutions.

It also benefits the industry by putting the focus on best practice and transparency; principles that Scott and the team at Escala have promoted since the firm was established. This means not only identifying the entirety of the assets and structures of individual clients and family offices, but importantly getting close to their individual circumstances and understanding their particular objectives, aspirations and succession plans.

He says the care you have for a client is reflected in the level of service you provide, which in turn delivers the long-term satisfaction that a client can experience and enjoy. Throughout his extensive career with leading investment banks and financial services companies, Scott has gained broad experience working with leading Australian families, developing and managing sophisticated portfolios of global assets across the major asset classes.

He says his own insights have deepened further since Escala joined forces last year with Focus Financial Partners, a global group of fiduciary wealth management firms. The partnership arrangement provides him with access to significant knowledge, information and research available through the Focus international network.

He advanced steadily at UBS to reach Executive Director status, all the while building core competencies in domestic and international equities, domestic and international fixed-income securities, real estate investment trusts, managed funds and derivatives. While the partners at Escala have differing lengths of tenure in the investment industry, their combined expertise provides a fertile cross-matching of skills.

Being an integral part of building a business is clearly an attraction. Working collectively to build a successful business is even more so. Heidi has worked in the finance industry for more than twenty years and offers considerable experience in a variety of areas including funds management, equity derivatives and private wealth management. Through her diverse skills and commitment, Heidi has built a reputation for providing quality investment management services tailored to the individual needs of a discrete group of family offices, high net worth individuals, families and charitable foundations.

Her dedicated approach has led to long-lasting client relationships based on total transparency, mutual trust, confidentiality and integrity, all principles that she values highly. Heidi sees many benefits in the merger with Escala, as it brings together two collaborative wealth management businesses with aligned values and philosophies.

His clients have ranged from governments, global banks and fund managers to corporates, not-for-profits, family offices and high net worth individuals. Simon holds a B. Bus Banking and Finance from Monash University. She has amassed substantive and diverse capabilities in the Australian financial services industry as an institutional and private client equity research analyst, corporate advisor, and private client advisor. After graduating with a Bachelor of Commerce from the University of Melbourne, she moved straight in stockbroking, cutting her teeth on ASX-listed company analysis covering the retail, food and building materials sectors.

Latterly, she capped her experience working with UBS Wealth Management, and now delivers her depth of expertise — generating and presenting investment ideas to a range of institutions and private clients, and producing clear and concise research reports — at Escala. She underpins these capabilities by forming solid and durable relationships with clients based on dedicated client management: managing and partnering with clients to meet their investment portfolio and overarching wealth management requirements.

We will be driving our offering across markets and asset classes and building proprietary portfolios accordingly. Ben has worked in varied roles in the finance industry over 20 years, including investment banking, funds management and research.

However, for the past 15 years he has worked exclusively in Wealth Management, with most of his tenure with global investment banks. His interactions with his clients highlights to him the importance of strong relationships, ensuring he gains a true understanding his clients objectives, requirements and expectations.

For Ben, Escala offers a fresh approach — one that utilises a team based approach to managing our client family. This ensures that Escala exploits the knowledge, experience and intellectual capital that is available to our financial advisors. Team work is a choice that we all adhere to. It helps our advisory team members to deliver a service to their clients that is superior to what they have been able to deliver in the past.

Having learned the back-office ropes, worked on the former ASX trading floor and then in sophisticated dealing desk environments for a clutch of established and well-respected firms, he is an adroit, well-seasoned member of the Escala team. Notably, he worked through the three major equities and financial market downturns in recent history — October , the dotcom bubble crash in , and the global financial crisis of — and navigated a loyal client base through these financially challenging periods.

Additionally, Stuart has always taken a view that it is essential to share his market understanding and industry expertise, and as a result he continues to provide a valuable mentoring role within Escala. After completing his law degree, Tom practised law for twenty years with a large regional law firm on the north coast of New South Wales.

He was offered partnership in the firm and enjoyed considerable success in this role. His work covered many areas of the law including succession and financial planning, superannuation, and governance around mortgage practices. He also became a qualified financial planner during this time. The knowledge and experience gained during his legal career became a launch pad to looking after the investments of high net worth clients. A move to Deutsche Bank in meant Tom was able to continue working closely with investors to help them plan and execute their investment strategies.

He is passionate about wealth management and has built a reputation for his honest and straightforward approach, combined with the ability to listen to his clients and fully understand their goals. He works in a collaborative manner and this has resulted in long-lasting, trusting relationships with numerous not-for-profit organisations and investors.

Over a career spanning three decades, George has amassed considerable understanding of key asset classes, particularly Australian equities, fixed income, credit markets, foreign exchange and structured products. He has had the opportunity to lead significant teams and take on major capability development responsibilities, many of which carried a global mandate due to the international nature of the organisations.

His expertise in setting an appropriate risk-based asset allocation is combined with his knowledge of the role played by asset classes, capital markets and model portfolios, underscored by current global and local investment views. A qualified actuary with a PhD in mathematical modelling, George believes the key to understanding an investor's risk tolerance is through knowing and identifying appropriate asset class risk profiles, and striking a balance between such risks and their respective potential returns.

Equally important to any investment objective is the need to recognise the macro economic, political and regulatory environments, and their dynamics as motivators for modifying a given investment strategy. In his role at Deutsche Bank, George advised high net worth clients on their investment strategy and asset allocation, and managed implementation of the plan, including portfolio construction and market-based tactical overlays.

George joined the bank after spending five years with the Myer Family Company. During the same period, he was also the Chief Investment Officer of Yulgilbar, a high net worth private family investment group. Ben has completed a Bachelor of Accountancy and Diploma of Financial Planning and has been servicing high net worth individuals and family offices for over fifteen years. Providing strategic financial planning and superannuation advice is core to his approach along with investment advice across cash and fixed interest, Australian equities and International equities.

Paul is a qualified financial planner and has provided advice to high net worth clients since when he completed a Bachelor of Commerce degree majoring in financial planning. He first worked with Goldman Sachs JBWere as a tax analyst in its private client division, later joining UBS in as a financial planner and investment advisor. Several vaccines are now close to fruition, including at least two produced in emerging markets Russia and China, but budgetary constraints in paying for them and challenges in storage and distribution cloud the outlook for many economies.

Brazil, Mexico, Indonesia, India and Russia are tipped to be among the first to receive a boost from the arrival of vaccines, but in most emerging markets demand may outstrip supply, analysts say. Toronto, ON, Nov. Developed by Excelleris, a division of LifeLabs, this feature will connect over 2.

Over 2. In addition to better continuity of care and great physician coverage, our virtual services are also covered by OHIP, making online care through Appletree more accessible than ever. We support 20 million patient visits annually and conduct over million laboratory tests through leading-edge technologies and our 5, talented and dedicated employees.

We are a committed innovator in supporting Canadians to live healthier lives, operating Canada's first commercial genetics lab and the country's largest online patient portal, with more than 4 million Canadians receiving their results online.

Learn more at lifelabs. To learn more about Excelleris, visit www. World Cup winner suffered a reported cardiac arrest just weeks after undergoing a major operation to remove a blood clot from his brain. As a commercial property owner, you have the option to generate revenue by renting out space to tenants. This could serve as an added revenue stream, improving your bottom line and offsetting your operating expenses.

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First, they must be at a low interest rate. The Rattlesnake Ridge Wind Power Project is being privately financed by BHE Canada through a combination of equity and debt and requires no government subsidies or tax incentives to support its operation.

The project is expected to provide approximately jobs at peak construction during the approximately month schedule. BHE Canada has signed a long-term power purchase agreement with a large Canadian corporate partner for approximately two-thirds of the energy output from the Rattlesnake Ridge Wind project. BHE Canada continues to negotiate with potential partners for the remaining one-third.

BHE Canada is focused on identifying and investing in business opportunities within all aspects of the energy infrastructure market across Canada. BHE Canada has a particular focus on investing in renewable energy projects such as wind and solar. For more information please contact:Scott Schreiner Phone: Stockholders have thus far strongly supported the proposals.

At the time the meeting was convened, approximately However, since holders of only The Company is adjourning the meeting in order to solicit additional votes to meet the quorum requirement; as of am today the Company requires an additional , shares to vote in order to reach the required quorum.

The Company requests that any stockholder who has not yet voted do so as promptly as possible in order to avoid additional delays and expenseThe Special Meeting will be reconvened at a. Stockholders will be able to attend the rescheduled Special Meeting virtually by visiting www. The record date for determining stockholders eligible to vote on the proposals at the Special Meeting remains September 4, The Company strongly encourages any eligible stockholder that has not yet voted their shares, or provided voting instructions to their broker or other record holder, to do so promptly.

No action is required by any stockholder who has previously delivered a proxy and who does not wish to revoke or change that proxy. Shares may be voted via the Internet, by telephone and by mail. Additional InformationThis communication may be deemed to be solicitation material. The Company, its directors and certain of its officers and employees will be participants in the solicitation of proxies from stockholders in respect of the Special Meeting.

The Company has also engaged MacKenzie Partners to aid in the solicitation of proxies. Detailed information regarding the identity of the participants, and their respective interests in the Company by security holdings or otherwise, are set forth in the definitive proxy statement for the Special Meeting. The contents of the websites referenced above are not deemed to be incorporated by reference into the proxy statement.

All statements other than statements of historical facts are statements that could be deemed forward-looking. Forward-looking statements are neither historical facts nor assurances of future performance. It is not possible to predict or identify all such risks. There may be additional risks that the Company considers immaterial or which are unknown.

You should not rely upon forward-looking statements as predictions of future events. The forward-looking statements included in this press release speak only as of the date hereof and, subject to any continuing obligations under applicable law or any relevant stock exchange rules, we expressly disclaim any obligation to disseminate, after the date of this document, any updates or revisions to any such forward-looking statements to reflect any change in expectations or events, conditions or circumstances on which any such statements are based.

Contact: Philip K. Yachmetz Teligent, Inc. Diego Maradona, the Argentina football legend, has died at the age of The Argentina World Cup winner and the national team's former manager had been in hospital in Buenos Aires after surgery to remove a blood clot on the brain earlier this month.

Maradona's successes made him a global star and a national hero in Argentina but his career was also blighted by controversies on and off the field. The Labor Department's report showed initial claims for state unemployment benefits last week increased to , from , in the prior week. Dublin, Nov.

In the United States, the biggest gambling market globally, many states had to order temporary closure of the land casinos. Other countries also ordered the closure of the casinos to avoid the spread of the virus.

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View Steve Carmichael's profile on LinkedIn, the world's largest professional Vice President - Wealth Management/Financial Advisor at UBS Financial  San Francisco Bay Area · ‎Vice President - Wealth Management · ‎UBS Financial Services Inc. View Steve Carmichael's profile on LinkedIn, the world's largest professional Financial Advisor at Morgan Stanley, Vice President, Dedicated Equity Plan  Spartanburg, South Carolina · ‎Vice President of International Finance · ‎Young Life. Gateshead, NE9 6BQ. Role Active: Director. Appointed on: 19 May Nationality: British. Country of residence: England. Occupation: Financial Advisor.