Financial Planning

• Cash-flow and debt management reviews and consulting.
• Education funding strategies.
• Estate planning including probate fee minimization strategies and use of trusts.
• Group seminars and individual sessions for employees on early retirement, severance and financial planning topics.
• Associated with professionals to review and implement insurance, investment and financial planning strategies.

Note: This practice is not licensed to sell investment products.

Financial Planning Links

• Bank of Canada
• The Toronto Stock Exchange
• Government of Canada CPP, OAS and other payments

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