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Investing Made Easy

Investing Designed for Families

Set a Direction for your
Financial Future

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RRSP
Registered Retirement Savings Plan

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TFSA
Tax Free Savings Plan

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RDSP
Registered Disability Savings Plan

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RESP
Registered Education Savings Plan

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ETF
Privately Managed Portfolios

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When is the Best time to start to Invest?

The short answer is:  As early as possible.
Focus less on "Timing" the market, and focus more on "Time In" the market. 

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Is it time to develop a comprehensive
Financial Review & Plan?

We can help.  We would be happy to bring all the pieces together for you and show you what you have, and where you can improve in order to get to your dreams.  Looking at individual pieces can seem confusing, or daunting. 

We can help make sense of it,  with a full retirement plan designed exclusively for you.

We can examine all areas of income including employment, pension, and government programs, as well as when to begin drawing on investments.  We will also look at the potential tax implications in retirement. 

Proper planning today will help ensure a comfortable tomorrow.   It can be easier than you think.

Full Financial Plan
Planning for where you want to be financially involves knowing when to use CPP, Pension income, Savings, and when is the right time to draw on your RRSPs. 
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example of cashflow report
*Example of Cash-flow Report projections for Retirement

Financial Calculators

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Retirement budget and Inflation
Demonstrate the effect of inflation on a retirement budget based in current dollar value


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Investment Income
Calculate your Income with regards to several factors

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RRSP Tax Savings
Tax savings generated from RRSP Contribution


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Tax Rates
Calculate different tax rates with regards to your province and taxable income.


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Savings
Illustrate Savings Accumulation
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Investment Postponement
What impact will postponing your investments have?


We Would Love to Have You Visit Again Soon!


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  • Insurance
    • Life Insurance
    • Mortgage Insurance
    • Critical Illness
    • Disability
    • All in one
    • Health Plan
    • Travel Insurance
  • Investing
  • Children
  • Mortgage
  • Group
  • Contact