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Resources

To provide answers to frequently asked questions about money, and other life issues, we have assembled a large quantity of online resources. You can either browse the topics below or use our Search Tool above to find articles pertaining to almost any type of financial situation.

If you need additional assistance, please don't hesitate to send us an email or call our office.

Investment Planning

5 Strategies for Difficult Markets
Dollar Cost Averaging
I don't want to invest my money now because...
How to weather stormy markets...stay invested

Careers, Education Planning

Can Learn
Financial priority planner
Life Long Learning Plan
Education Savings for Your Child
Education Planning and Student Aid
RESP Savings Calculator
Student Loans, Grants and Scholarships
Continuing Education - Lifelong Learning

Tax Planning

Reducing Tax at Source
Home Buyers Plan
TaxTips.ca
TFSA – Plan overview
Registered Disability Savings Plans (RDSPs)
Aging and Taxation
Professional corporations
Canada Revenue Agency
CRA Netfile
Tax Calculators & Rates
Tax Tips (CRA)

Retirement Planning

Retiring Soon? You Can Do It !
Registered Retirement Savings Plans
Registered Retirement Income Funds
Lifelong Learning Plan
Pension Income Splitting

Estate Planning

Death and Taxes
Caring for your aging parents
Joint accounts
Understanding Your Insurance Needs
Aging and taxation
Charitable Planned Giving


Dealer

Testimonials

I appreciate your youth, energy and passion for your profession. I have found you to be highly competent with a unique ability to distill complex financial concepts into terms that I don't have to be a rocket scientist to understand. Business is business, but I truly believe our relationship goes beyond that. There have been some difficult times in my life and I have never doubted that your concern for me and my best interests has been sincere.

George Messham

Retired Business Owner (Client Since 2003)

We have come to value and trust your advice very much. You took the time to learn our style and what is really important to us. We truly believe that you provide your recommendations to us based on what you think is in our best interest the same way you would for your own family

Anna & Stephen

Retired Pharmacy Owners (Clients Since 2006)

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Hot Topics

Hot Topics

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Categories

financial strategies investing life planning investments rrsp estate planning financial planning saving strategies financial strategy business planning insurance planning investment planning debt management life insurance tax planning investment retirement eldercare tfsa retirement planning
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