Wealth Accumulation
& Tax Reduction
SERVICES
We offer no cost, educational, lunch and learns for corporate clients and individual Personal Financial Reviews for our personal clients. The more your HR team provides for your staff, the longer they last! These sessions are purely educational, we will not contact your employees nor will this be a sales presentation. Call us today to help your employees or your family grow financially and agressively persue a custom tailored retirement strategy that works for your specific situation. Enter your information below to setup your free PFR today.
Piece of Mind
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Every person has their own "vision", when it comes to financial freedom. We work closely with all of our clients, to provide a custom tailored approach to Finacial, Investment, Tax and Estate Planning, which allows you to spend your time with loved ones instead of obssesing over your financial plans.
Personal
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There are six questions that we go over with every individual with whom we meet. These are designed to educate our clients and put them on the path to financial freedom. We firmly believe that if we help enough people get what they want, we will get what we want. Setup your free, no obligation, PFR by phone today!
Corporate
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During our corporate lunch an learn sessions we will discuss the importance of planning and saving. The focus will be on TFSA and RRSP strategies. During our discussion we will not be branding our company in any way, we are providing this service, first and foremost, to desseminate educational information.