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Who are we:

A client driven financial services enterprise, founded upon the principles of:

  • Creative Thinking and Planning

  • Customized Product Solutions....designed to meet personalized objectives and needs, and

  • Precise and Targeted Action Plans.....formulated to get you where you want to go.....with the ongoing guidance and support of the truly Independent Professional Advisor.

Recent Articles

New Years Financial Resolutions

Submitted by admin on
financial strategies

Jack and Diane want to improve their financial situation and feel that making financial New Years resolutions and implementing them is a good start. To help identify their priorities, they made the following list:

Set Objectives – Goal setting is the foundation of achieving financial success. If they write down their goals, it will help Jack and Diane clarify them and establish their personal and financial priorities.

More Overlooked RRSP Tricks

Submitted by admin on
retirement planning

More than 65% of Canadians have made deposits to Registered Retirement Savings Plans (RRSPs). Many do so just for the tax savings, but here are some often overlooked tricks you should be aware of:

The Retirement Dilemma: Part 1

Submitted by admin on
retirement planning

In the 1960s, retirement planning seemed straightforward. The advice was to move all your investments into fixed-income products as soon as you retired. Why? Because taking risks during retirement was considered dangerous. Back then, this approach made perfect sense.

But here's the thing—this same advice still gets repeated today, sometimes treated as universal truth by some sources. Yet, the world has changed dramatically since the mid-20th century. So, is this old-school wisdom still relevant?

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