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Financial Road Map

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 education funds for your children are just some of the other complex aspects of your total financial picture.

You need a Financial Advisor to help you develop an effective financial road map.

A personal financial road map focuses on you as an individual – bringing together all the financial and psychological factors that have an impact on your life.

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.

Portfolio Analysis

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

Tax Planning

Taxes are a fact of life. They affect every Canadian in most aspects of their lives. Whether it's earning an income, making a purchase, owning real property, investing, running a business, or transferring your estate, life is full of taxable consequences that, if left unchecked, could consume an ever increasing amount of one's livelihood.

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