Planning one’s finances can seem very onerous and downright scary, but it doesn’t have to be.  Let’s face it, we aren’t taught in school and few of us discussed it at home.  Working with an experienced, ethical Financial Advisor can be a pleasant and rewarding experience and studies show that those who do, fare much better than those who don’t.  Call me today so we can plan for YOUR future and leave the heavy lifting to me.

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INSURANCE

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• Annuities

• Segregated funds

• Life

• Business life

• Disability

• Critical illness

• Business overhead

• Mortgage

• House & Car

• Liability

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INVESTMENTS

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• Retirement planning

• Tax-free savings accounts

• Registered education savings plans

• Registered disability savings plans

• RRSP

• Group RRSP

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BANKING

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• Home equity lines of credit

• Mortgages

• Investment loans

• High-yield bank accounts

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