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Wealth Protection

Brexit Commentary

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The importance of a financial plan. Working with us to create your financial plan helps you identify your long and short term life goals. When you have a plan, it's easer to make decisions that align with your goals.

The importance of a financial plan. Working with us to create your financial plan helps you identify your long and short term life goals. When you have a plan, it’s easer to make decisions that align with your goals. We outline 8 key areas of financial planning:

Income: learn to manage your income effectively through planning
Cash Flow: monitoring your cash flow, will help you keep more of your cash
Understanding: understanding provides you an effective way to make financial decisions that align with your goals
Family Security: having proper coverage will provide peace of mind for your family
Investment: proper planning guides you in choosing the investments that fit your goals
Assets: learn the true value of your assets. (Assets – Liabilities)
Savings: life happens, it’s important to have access to an emergency fund
Review: reviewing on a regular basis is important to make sure your plan continues to meet your goals
By talking to us, we can help you gain confidence in your finances through conversations and our education seminars.

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The Honourable Bill Morneau, Minister of Finance, recently announced the federal budget for Canada for 2016. We've put together an infographic to outline the highlights of the federal budget and what it means for families, retirees and business owners.

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Tax Season is upon us and we've put together an infographic to highlight tax deductions to notice prior to filing your taxes.

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RRSP or TFSA? What's the difference? With the RRSP deadline around the corner, we're here to help you figure out where you should invest. 

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Valuating personally owned life insurance offers business owners and incorporated business professionals a way to access the retained earnings in their corporation. The Canadian Government will be changing these rules soon.

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Private Health Services Plans are great for small businesses that would like to provide health and dental benefits or for businesses that would like to supplement their existing health plans.

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In light of recent election results, we put together this infographic to highlight the possible tax changes under the new Federal government.

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Shared Ownership Critical Illness offers business owners and incorporated business professionals a way to access the retained earnings in their corporation or provide benefits to a key employee.

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