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Financial Planning

Financial Planning is an ongoing process to help you make sensible decisions about your money in order to achieve your financial goals. Our investment advisors use an integrated approach that blends wealth management strategies with investment solutions to design a portfolio to meet all of your financial needs. Whether your goal is to grow your money or to preserve your wealth, our investment advisors will create a customized investment portfolio that reflects your unique investment needs.

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Retirement Planning

Living comfortably in your retirement years has become a lot more expensive. Government pensions alone may not provide you with the required income to live comfortably and maintain an active lifestyle in your later years. The earlier you start to save for your retirement the better. Our advisors will work with you to design a retirement plan so you can retire with a greater level of financial confidence and maintain the lifestyle you chose.

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Education Planning

The cost of post-secondary education is skyrocketing. Start investing in your children’s or grandchildren’s future today by setting up an education savings plan. With the help of one of our investment advisors, you can begin earning interest on your investments now instead of paying interest on student loans later.

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Tax Minimization Planning

Do you want to pay fewer taxes on your investments? Our investment advisor will ensure your investment portfolio is tax efficient by considering the tax implications of your investment decisions.

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Estate Planning

Our investment advisor will create an estate plan to help you manage and preserve your assets now, and to conserve and control the distribution of your assets in the future.

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