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Financial Questions

A financial plan will give you the answers and solutions to the following questions:

  • When can I retire?
  • Will I run out of money?
  • What should I invest in?
  • How much do I need to save?
  • Should I participate in my company’s pension or RRSP plan?
  • Should I pay down my mortgage or contribute to my RRSP?
  • Should I contribute to my RRSP or the TFSA or both?
  • Should I borrow to invest?
  • Should I have a fixed or variable mortgage?
  • What can I do to reduce my taxes?
  • How much and what kind of insurance should I have?
  • What is the most effective way to transfer my estate to my children?
  • How should I set up and or structure my business?
  • What is the most effective way to give to charity?
  • and many more!

To start your financial plan or to learn how we may be able to help you please contact us.

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