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Dave Lundregan

Trust Officer, Business Development

Recent Articles
How do I create a budget and stick to it?

It’s easy to lose sight of what you’re spending week to week, especially if you’re…

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I’ve decided I need a trust. Now what?

Knowing you have a reason for a trust is half the battle, but there’s still…

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The fundamentals of investment planning

Investing can seem complicated and confusing to many. This can often result in potential investors…

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