Financial Literacy,

Information & Education


Financial Literacy, Information & Education

Financial Literacy, Information & Education for your Season of Life

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Spring Financial Resources

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Summer Financial Resources

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Autumn Financial Resources

Life Insurance

Don’t leave your loved ones vulnerable . . . getting life insurance is easier than you think!

Contact me TODAY for a personalized life insurance quote AND on-line life insurance application

OR . . . Click below to get a Life Insurance Quote & Apply right NOW

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Let us assist you with . . .

Complete Holistic Financial Planning in Burlington, Hamilton, Dundas and Waterdown area

– Tax-efficient Retirement Income Planning

– your TFSA, RRSP, RRIF, LIRA, LIF, GIC, & GMWB accounts

– your Pension or Severance package decisions

– arranging your Retirement Income for Life

– Wealth Management from Savings Plans to Estate Plans

– Life Insurance & Mortgage Insurance

– Critical Illness Coverage

– Annuities

– Estate Planning

– Gradual Inheritance planning

– Executor Assistance . . . . and more!

Book your Complimentary, No Obligation, Personal Financial Consultation today!