Paying next month’s bills is not as stressful as it used to be. However, while paying the mortgage might not keep you up at night, planning for the next few years might cause some tossing and turning.
How will you pay for your son’s private high school? Your daughter’s violin lessons are getting expensive too. What about your aging mother who may need to move in with you? And your spouse just told you they might lose their job.
At this stage in life, you may feel crunched between the responsibility of taking care of your children and your aging parents.
A Certified Financial Planner can help you prioritize your goals and create a path for you to achieve them. As your financial position becomes more advanced, more possibilities open up – some you may have never even considered. Whether it is refinancing your mortgage, consolidating consumer debt, adjusting your retirement plan, or tax planning, an advisor can be there for you to make sure you are maximizing your potential.
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…
Today there are thousands of mutual funds available across Canada. In order to assist our clients with creating quality portfolios, we use sophisticated database software…
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 without….
TFSA
A Tax-Free Savings Account is a registered savings account that allows taxpayers to earn investment income tax-free inside the account. Contributions to the…
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,…
RRSP
A Registered Retirement Savings Plan is a retirement plan that is registered with the federal government and that you or your spouse or common-law…
Retirement Planning
For most Canadians, retirement is a major financial goal that requires considerable financial commitment. Whether you have already established a…
Registered Education Savings Plans are education savings plans that grow tax-free until the child is ready for university, college or a vocational institute. The…
If you are just starting out, it’s…
You get home from work, your spouse…
You are more experienced now…
During the last market downturn…
Running a single-person household…
Many people will offer you advice…
For most Canadians, retirement is…
Many people assume that estate…
Investment tax planning is not…
Careful portfolio analysis is…
Proper analysis is vital to ensure…
About Us
Our primary goal is to help each client meet their unique financial goals by focusing on six key areas of needs analysis:
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