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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

The RRSP Conversation

Submitted by admin on
retirement planning

With the RRSP contribution deadline of March 2nd fast approaching many people will reflexively make a deposit to their RRSP. Many will use online banking to throw money into the RRSP at the last minute vowing to figure out how to invest it later. But life gets in the way and later never happens and the contribution sits in daily interest account earning little or no interest.

Getting Serious About Savings & Investing

Submitted by admin on
financial strategies

We are now well into 2015 and your New Year's Resolution to do a better job of managing your money are already being forgotten. As the late Sir John Templeton famously stated, the best time to invest is when you have money! The challenge for many people, with many middle-class people just struggling to make ends meet, is just getting started.

Your Retirement Income May Be at Risk

Submitted by admin on
insurance planning

Ted and Martha had about $600,000 in their RRIFs generating the minimum monthly income of almost $4,000 before taxes. Then disaster struck.

Ted developed a cognitive impairment. Martha was able to look after him at home for a little over a year, but eventually had to place him in an extended care facility.

Depending on the province, even with government help, the additional monthly cost to Martha can range from about $1,200 to over $4,700 (Source: Province of Alberta website). In their case, it cost $2,500 per month for Ted's long term facility care.

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