OUR SERVICES
STRATEGIES ON...
SOLUTIONS FOR...
Debt
Management
How can I pay my mortgage off sooner?
Which debt should I pay off first?
Can I afford my lifestyle?
How can I make my mortgage tax deductible?
Risk
Management
Investment
Management
How can I protect my family in the event of loss of life?
How can I survive financially in the event of serious illness?
Is my employer offering the protection I need?
How can I stabilize the costs of my group benefit plan?
Is my portfolio being actively managed?
How do I make sure my employees get the most out of a group investment plan?
RRSPs aren't for everyone. Are they right for me?
How can I know the best options for my severance package or locked-in pension?
Can I afford to retire?
How can I build wealth more quickly?
How can I maximize money for my children's post-secondary education?
How can I reduce estate and probate fees?
How can I pay less tax?
Is the Canada Revenue Agency one of my beneficiaries?
How do I turn my out of pocket medical/dental costs into deductible business expenses?
How can I protect my legacy?
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Cashflow management
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Financial coaching
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Debt reduction
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Small business loans
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Life insurance
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Critical illness insurance
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Disability insurance
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Long-term care insurance
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Group benefits
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RRSPs and RRIFs
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Education savings
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Severance packages
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Locked-in pensions
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Group RRSPs
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Group pensions
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Goal setting
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Retirement planning
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Education savings cascading
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Tax friendly investments
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Wealth transfers
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RRIF draw down
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Tax minimization for business owners