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  • About Us
    • How We Help
      • Protecting Your Family
      • Investments
      • Retirement
      • Income Taxes
      • Your Child’s Education
      • Your Legacy
      • Running a Business
  • Life Stages
    • Starting Out
    • Young Family
    • Established Family
    • Retiree
    • Single
  • What We Do
    • Group Benefits Consulting
    • Pension Plan Consulting
    • Financial Planning
    • Retirement Planning
    • Estate Planning
    • Investment Tax Planning
    • Portfolio Analysis
    • Insurance Analysis
  • Resources
    • Calculators
    • Financial Library
    • Life Planning
    • Government Sites & Forms
  • Contact Us
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  • Portfolio
logo
  • About Us
    • How We Help
      • Protecting Your Family
      • Investments
      • Retirement
      • Income Taxes
      • Your Child’s Education
      • Your Legacy
      • Running a Business
  • Life Stages
    • Starting Out
    • Young Family
    • Established Family
    • Retiree
    • Single
  • What We Do
    • Group Benefits Consulting
    • Pension Plan Consulting
    • Financial Planning
    • Retirement Planning
    • Estate Planning
    • Investment Tax Planning
    • Portfolio Analysis
    • Insurance Analysis
  • Resources
    • Calculators
    • Financial Library
    • Life Planning
    • Government Sites & Forms
  • Contact Us
  • About Us
    • How We Help
      • Protecting Your Family
      • Investments
      • Retirement
      • Income Taxes
      • Your Child’s Education
      • Your Legacy
      • Running a Business
  • Life Stages
    • Starting Out
    • Young Family
    • Established Family
    • Retiree
    • Single
  • What We Do
    • Group Benefits Consulting
    • Pension Plan Consulting
    • Financial Planning
    • Retirement Planning
    • Estate Planning
    • Investment Tax Planning
    • Portfolio Analysis
    • Insurance Analysis
  • Resources
    • Calculators
    • Financial Library
    • Life Planning
    • Government Sites & Forms
  • Contact Us

Resources

Resources

Investment Planning

  • 5 Strategies for Difficult Markets
  • Dollar Cost Averaging
  • How to weather stormy markets...stay invested
  • I don't want to invest my money now because...

Retirement Planning

  • Retiring Soon? You Can Do It !
  • Registered Retirement Savings Plans
  • Registered Retirement Income Funds
  • Pension Income Splitting

Careers, Education Planning

  • Can Learn
  • Financial priority planner
  • Life Long Learning Plan
  • Education Savings for Your Child
  • Education Planning and Student Aid
  • RESP Savings Calculator
  • Student Loans, Grants and Scholarships
  • Continuing Education - Lifelong Learning

Tax Planning

  • Home Buyers Plan
  • TaxTips.ca
  • Registered Disability Savings Plans
  • Aging and Taxation
  • Canada Revenue Agency
  • CRA Netfile
  • Tax Calculators & Rates
  • Tax Tips (CRA)

Estate Planning

  • Estate planning, wills and funerals
  • Caring for your aging parents
  • Joint accounts
  • Understanding Your Insurance Needs
  • Charitable Planned Giving

HOW WE HELP

Your Retirement

Your Retirement

After years of living the “rat race”, you are looking…

Established Family

You are more experienced now, your bank…

Retiree

During the last market downturn a few years ago…

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