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• Retirement Planning
• Tfsas, RRSPs, RRIFs, LIRAs, Group RRSPs
• Pension Plans Advisory
• Retirement Income Strategies
• Individual Pension Plans (IPPs)
• Retirement Compensation Arrangement (RCAs)
• Investment Planning
• Education planning (RESP) Mutual Funds, Segregated Funds, Annuities and GICs
• Business Consultancy (by referral program)
• Tax Planning
• Estate Planning
• Wills and Power of Attorney
• Life, Disability, Long Term Care Critical, Mortgage Insurance
• Advance Insurance Strategies
• Group Employee benefits
• Small Business financial solutions
• Residential & commercial mortgages (by referral program)
• Personal tax preparation (by referral program)
Advisor for families' financial management and investment
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