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HOME
The Team
Carriers
Our Services
FINANCIAL MANAGEMENT
>
Mortgage & Debt Analysis
Cash Flow Analysis
Cash Flow Projection
RRSP Leverage/Loans
Financial Goals
INVESTMENT PLANNING
>
Portfolio / Pension Analysis
Diversified Product Offerings
Retirement Savings
Education Savings
Repositioning | Rebalancing
Maximized Risk-Adjusted Returns
TAX PLANNING
>
Tax Analysis
Tax Return Coordination
In-depth Personal Tax Planning
Business Tax Planning
Tax Minimization Strategies
RISK MANAGEMENT
>
Life Insurance
Critical Illness & Disabilty Insurance
Long-Term Care Insurance
Asset Allocation to Reduce Risk
Review Money Managers
RETIREMENT PLANNING
>
Retirement Income Analysis
Assessment of Objectives
Retirement Expense Analysis
Retirement Cash Flow Projection
Retirement Education Sessions
RRSP
TFSA
LEGACY PLANNING
>
Estate Planning Analysis
Wills & POA
Charitable Giving
Business Succession Planning
Access to Legal Network
LIFE PLANNING
>
Eldercare Issues
Workplace Transitions
Healthy Living
Referral to Other Professionals
Other Non-Financial Advice
CLIENT EXPERIENCE
>
Deep Client Discovery
Client Actions Plans
Regular Status Reports
Consistent Communication
Proactive Problem Resolution
Contact Us
Mailing List