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Rollercoaster Ride

Seniors Financial Planning

Retirement Living, Pensions, Estate/Wills, Trusts, Charitable Giving

Seniors Financial Planning: Services
Playing Foosball

My Home or Retirement Home

The fact that most people prefer to continue living at home as they age is no surprise. Of course the big reason is that it is Home.  But another key reason is the perception that it’s less expensive to stay home than to move
to a retirement community.
We can help you decide which is right for you.

Analysing the Numbers

Pensions, Tax Credits, Sources of Income

My clients are my number one priority, and my services prove just how committed I am to their success. Book an introductory meeting today to learn more about how I can make your business thrive.

Couple Sitting with Financial Advisor

Estate Planning & Legacy Planning

My services are customized to meet the specific needs of each client. I work collaboratively throughout the entire process and guarantee measurable results. Contact me to find out how I can help today.

Canada

Government Benefits, OAS, CPP

Do you have a project or idea that you’d love to bring to life? Since founding my business, I’ve provided my clients with a wide range of consulting services such as this one. To find out more, get in touch.

Filling Out Tax Form

Income Splitting, Tax Minimization

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My clients are my number one priority, and my services prove just how committed I am to their success. Book an introductory meeting today to learn more about how I can make your business thrive.

Gardening

Charitable Giving & Trusts

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My services are customized to meet the specific needs of each client. I work collaboratively throughout the entire process and guarantee measurable results. Contact me to find out how I can help today.

Seniors Financial Planning: Services
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