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The Value of Financial Advice

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Professional financial advisors help Canadians prepare for important events. We work with our clients throughout their entire life-cycle. Click here to find out how you can benefit from working with a Financial Advisor. The Value of Financial Advice
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January Newsletter 2013

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Finance Forum is our semi-annual client newsletter. In this issue: Time to take on more risk in a quest for yield? Retirement Planning – Saving for Retirement? Put it in your piggy bank. Tax Planning – Tax Credit? Let it ride. ….and MUCH more! Click on the link below! January Newsletter 2013
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TFSA contribution amounts to increase in 2013

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Do you have a Tax-Free Savings Account (TFSA)? An extra $500 has been added to the 2013 contribution limit. With this inflation adjustment, the total lifetime limit is $25,500, making the TFSA more powerful then ever before. The major wealth-building benefit of a TFSA is that your investment income and growth is tax-free…forever. You can take the money out with no taxes to worry about. And remember even if you haven’t contributed the maximum, you can still carry it forward for as long as you like and catch up at any time. Not sure if the TFSA is right for
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July Newsletter 2012

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Finance Forum is our semi-annual client newsletter. In this issue: Women need life insurance, too Uneasy about your debt load? We can help! Will your disability insurance cover your salary? ….and MUCH more! Click on the link below. July Newsletter 2012
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