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Financial Planning Services

If you are like most people, your financial hopes and aspirations seem more like a dream than a distinct possibility. Minimizing taxes, splitting income, maximizing RRSP contributions, paying off a mortgage, covering the cost of tuition are just some of the elements of your situation which should be considered in financial planning.

Your personal planning should encompass the following areas:

  • Budgeting and cash flow management
  • Retirement goals
  • Compensation
  • Estate planning
  • Family education needs
  • Investments
  • Insurance requirements
The financial plan is one that is tailored to your individual needs, and must be regularly monitored to assess if revisions are required.

There is a number of planning services offered as well:

  • Retirement and Education Planning
  • Estate Freeze, Estate and Tax Planning
  • Business Succession Planning
  • Short-Term Investment Planning
  • Full Financial Plan
  • Charitable Giving Strategies
  • Executive Pension Plans
  • Retirement Compensation Arrangements
  • Saving Money by Corporate Restructuring