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tfsa

14 December, 2018

Understanding TFSA’s

A Tax-Free Savings Accounts (TFSA) is a flexible savings account. Learn the basic facts about this savings tool.

Prenup

13 December, 2018

Prenup: Romance killer or wealth protector?

First comes love, then comes the prenup? The “money talk” is difficult enough for most couples. Who, then, is going to bring a prenuptial agreement, a legal document

Video: Alternatives 101

27 November, 2018

Video: Alternatives 101

In this short video, Paul Davidson, Director, Product Management, explains what Alternative Investments are and which clients should consider them.

rrsp

20 November, 2018

Simple RRSP Strategies

RRSP’s are a key retirement planning vehicle. Our e-book provides three helpful strategies for taking full advantage of your RRSP contribution room.

 

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Meet the Team

Marie Phillips, B.A. (Hons), RRC®,CFDS

Wealth Advisor

Cindy Little

Associate Investment Advisor

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Understanding Statements

Instructional video on how to understand your statements.
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For your convenience, we have offices in Ancaster and Milton.
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