• Financial Planning

    Many people will offer you advice on which investments to buy. But there's more to your financial life than your RRSP. Estate taxes, income taxes and…

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  • Insurance Analysis

    Proper analysis is vital to ensure that you aren't paying too much for insurance and that you have the correct type of insurance for your needs.  The…

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  • Portfolio Analysis

    Careful portfolio analysis is necessary to ensure that you have the correct asset allocation according to your objectives and risk tolerance. Long…

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  • Tax Reduction Planning

    Taxes are a fact of life. Starting with the very first paycheque and continuing on until the end of life, taxes affect every Canadian in most aspects…

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  • Estate Planning

    Many people assume that estate planning is only for the wealthy. So, it must come as a shock to the families of all the Canadians who die every year…

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  • Retirement Planning

    For most Canadians, retirement is a major financial goal that requires considerable financial commitment. 49% of Canadians hope to retire before the…

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