Personalized Pension Plans

Most Canadians won't have the luxury of a fully paid pension by their employer.  The good news is that it doesn't take much time or money to start one, and the sooner it's in place the more tax effective it will become.  If you start saving today, you're one step closer to freedom.

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Protecting Your Family

It doesn't just involve wishing bad things won't happen, it's creating a plan for the unexpected just in case.  By asking a few simple questions, we can determine the best way to address the risk of sickness on your savings, the effect of an injury on your ability to generate income and the legacy that you wish to leave when you pass away.

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Monitoring Your Progress

By working with my clients closely over time, we are able to see positive results toward things like becoming debt free, saving to buy that dream home and retiring somewhere to catch that perfect wave.  Together, we review objectives and progress as needed to ensure that you're on the right course.

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When is the last time you sat down with your objective voice of reason?

Whether you're a small business owner, a young family or enjoying your retirement - taking the time to objectively assess where you're as periodically is crucial to your success, and it's what I do best.

It's often piecing together the bigger picture slowly, so it's easier to understand and can adapt to your life's changes over time.

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Interested? Let's schedule a meeting.

Trust is the most important, and the first step to building a relationship where we can work together for the long term.  Whether over the phone, or in the comfort of your home we will make that initial introduction to see if we are a fit.  What are you waiting for?