We all have dreams - embarking on a new hobby or career path, educating our children, an extended European vacation, cottage property for the whole family to enjoy or a worry free retirement ~ but in order for our dreams to come true, we must have a plan.
We need to verbalize our dreams, qualify and quantify them, attach step-by-step goals and realistic time frames and work with a team of knowledgeable and caring professionals to lead us through this process.We can help! Guiding you through the necessary steps to the ultimate realization of your dreams is our passion and our strength.
We need to verbalize our dreams, qualify and quantify them, attach step-by-step goals and realistic time frames and work with a team of knowledgeable and caring professionals to lead us through this process.We can help! Guiding you through the necessary steps to the ultimate realization of your dreams is our passion and our strength.
Services
The foundation of all long-term wealth creation is the effective use of our cash flow and the level and structure of our debt. To help you develop an effective savings plan to make your children's or grandchildren's future education goals a reality. Individualized asset building strategies tailored to the achievement of your specific dreams.
Our initial meeting focuses on having an intimate understanding of your dreams; what's important to you and what you want to achieve. We will also consider what challenges we may need to overcome together. We will present you with a plan that includes strategies and time-phased action steps that will give you the guidance and support required to achieve your dreams.
We have always appreciated how professional, knowledgable and personal Richard, Karen and the staff are. Their service is expedient and their advice sound and is always communicated in a way that is understandable. As busy as they are, they always make time for you to ensure that your needs are met.
Living with, or caring for someone with a disability can be emotionally and financially challenging now. By rolling your remaining RRSP assets on death into a Trust or RDSP for your financial dependant child, you could potential eliminate a large tax bill. We can help you to complete the application process for the Disability Tax Credit if eligible and access very generous government grant and bond entitlements through the RDSP program.
Reviews (2)
Mary Boji
Oct 15, 2021
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Excellent service from Mrs Brenda William, Brenda dealt with everything for my bitcoin Investment and ensured all my withdrawal were quick and efficient. Would highly recommend Brenda William to everyone who is having difficulty trading or have been scammed before like myself. contact her now through this. Email:brendawilliam784@gmail.com WhatsApp: +1 (805) 491-5639
Sarah Taylor
Jan 09, 2018
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Having a child with autism, I had many questions about my child's future and making sure that she is financially taken care of. Karen was patient and explained everything to me in detail - in terms that were plain english! I recommend Karen to anyone who I know that has a special needs child or any other financial questions. Its nice having someone who is professional but it feels like I am talking to a friend!!
