We can help you plan

How We Help

There is a well known saying that goes..."Nobody plans to fail, they just fail to plan". This wisdom rings especially true in the lives of Canadians when it comes to their financial success strategies.

Protecting your family

Insurance is the easiest way to protect your family from unforeseen events. Most people have car insurance and health insurance, but not everyone knows the importance of life or travel insurance. Find out why you may be under insured.

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Investments

Is your investment plan running on auto-pilot? Automated plans can be cheap in the short run and shockingly expensive in the long run. There is no substitute for a professional who can navigate you through market turbulence. Learn more about your investment options.

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Retirement

Retirement means being your own boss and living on your own schedule. Reaching your goals takes years of planning and discipline. What are the 3 stages of retirement? Discover the benefits of compounding growth.

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Income taxes

Taxes can be the most frustrating part of a financial strategy. With retirement planning, it’s about maximizing your assets. With taxes, it’s about minimizing your losses. Fortunately, some investment options are designed specifically to help you do exactly that. Find out which plans are best for your situation.

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Your child's education

With annual college tuition cost climbing every year, the goal of helping your child attend a post-secondary institution can almost feel insurmountable and cause you to doubt the value of education. Find out how a Retirement Education Savings Plan can ease the burden.

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Your legacy

When some people think about estate planning, they picture a billionaire working with a team of lawyers to divide up a business empire. The truth is that estate planning is not just for the ultra-wealthy. Without proper planning, your heirs might have to sell the family house or a favorite vacation cottage to pay the tax bill.

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Running a business

Striking out on your own can be a liberating experience. It is also a lot of hard work, and it’s easy to overlook critical details. Many small business owners are not aware of the federal government programs designed to help then launch their dreams. Find out how these can help you.

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