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VIEW ALL SERVICES 

YOUR RETIREMENT

We Help Manage Your Retirement Income

Protect Your Retirement

People often focus exclusively on how to save enough money for retirement. It is not as often that people consider all of the challenges they’ll face when actually managing their income once retired. We know that our clients could be enjoying many, many years of retirement and will need a plan for managing their savings to ensure they don’t run into problems with volatile markets, the increasing cost of living, or rising taxes.

SOLUTIONS

Available Services:

  • Investment Planning
  • Retirement Planning
  • Estate Transfer and Equalization

 

Available Plans and Products:

  • Registered Retirement Income Fund (RRIF)
  • Tax Free Savings Accounts (TFSA)
  • Mutal Funds & ETF’s
  • Segregated Funds
  • GIC/Term Deposits
  • Life Income Fund (LIF)
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Our friendly team is focused solely on the best interest of our clients. With an emphasis on investment and insurance planning, we strive to not only grow our clients wealth, but to protect it as well.