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Retirement Ready
Providing personalized guidance to individuals and families over the age of 50 who are approaching retirement or recently retired.
Diligent Savers
Our services are best suited for individuals and families with investable assets of $500,000.
Value Guidance
Our team is here to provide guidance and help clients make informed decisions throughout their retirement.
20 Retirement Tips
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Retirement Services
We provide the following services. A complete retirement plan will touch on each of this serivces.
Retirement Planning
- Pension Analysis
- CPP/OAS Analysis
- Retirement Income Projections
- Investment Withdrawl Startegies
Advanced Tax Planning Strategies
- TFSA Withdrawals
- RRSP Withdrawals
- Income Splitting
- Tax Credits Maximization
- Tax Reviews
- Tax-Efficient Investing
Investment Management
- Portfolio Construction & Managment
- Alternatives/ Hedge Funds
- Real Estate Investing
- Bear Market Investment Strategies
Cash Flow Management
- Cash Flow Analysis
- Mortgages
- Home Equity Line of Credit
Estate Planning
- Charitable Giving
- Trusts
- Transferring Family Assets
- Tax Planned Wills
Education Planning
- RESP Contributions for children and grandchildren
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