PROVIDING SECURITY AND PEACE OF MIND We are committed to provide a complete balanced financial solution and building a sound financial security for our clients to share their dreams with the next generation. As a business owner, it's important to consider the various ways to cover the risks your business faces, protect your employees and build employee satisfaction and loyalty.
We offer a number of solutions to help business owners like you protect and grow your business. A financial security advisor will be able to connect all of the financial dots in order to provide you with an overall plan to meet your financial goals. They have training and experience in all kinds of financial products and financial aspects of your life in order to make the right recommendations for your personal situation.
We offer a number of solutions to help business owners like you protect and grow your business. A financial security advisor will be able to connect all of the financial dots in order to provide you with an overall plan to meet your financial goals. They have training and experience in all kinds of financial products and financial aspects of your life in order to make the right recommendations for your personal situation.
Services
Tired of traditional banking? I am authorized to refer you to a product that can help you take control of your daily finances. We have selected Manulife Bank of Canada to partner with us and offer home mortgages to our clients. Our advisor can refer you to Manulife Bank for an appropriate mortgage solution.
Taxes don't have to be so taxing. We'll use all available strategies allowed under your provincial laws to minimize the amount of tax you pay on your investment income. We can help you minimize your tax payable by showing you what you can claim now, and identify strategies that can help you pay less the least amount of tax in the future.
Have you ever wanted to make life harder than it needs to be for your family and dear friends? Wished upon them a legal labyrinth to navigate or a steep tax bill to pay? While you can't control either of these two inevitable events, you can make a will to ensure that your financial affairs are managed according to your wishes once you're no longer able to, due to incapacity or death.
Planning for retirement is the most important thing you should do to secure a comfortable financial future for your family. For most Canadians planning for retirement is one of the major financial goals which need extreme financial commitment. So if you are nearing 60, then start saving to lead a comfortable retired life.
Any Canadian who files their income tax return with the federal government is eligible to open a Registered Retirement Savings Plan (RRSP). For married couples or people in common-law relationships, if one partner earns more annual income, the couple can choose a spousal RRSP. This income-splitting strategy can help reduce a couple's overall tax payment when they withdraw funds from their RRSP.
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