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What we do

Financial Planning

A financial plan is more than just an investment strategy. Sound planning principles involve the big picture: analyzing estate taxes, income taxes, education funds, and insurance coverage. Find out how a financial advisor can tailor a custom plan for your specific situation.

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Retirement Planning

About half of Canadians hope to retire before age 60, but hope is not a plan. What is your retirement plan? Find out about the seven key strategies for retirement planning success.

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Portfolio Analysis

Do you know what your asset allocation is? If not, it’s time for a portfolio analysis. The amount of equities, fixed-income investments, and cash in your account will determine your long-term rate of return. Find out if your risk level is too high and if you’re on track to meet your goals.

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IIROC
Know Your Advisor
CIFP