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Services

Single

Running a single-person household has a unique set of challenges. Not only is there the emotional pain of separation, a new host of financial problems can arise.

Financial Planning

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 Certified Financial Planner to help you develop an effective financial plan.

Personal financial planning 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.

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