Affordable, customized financial solutions
• Personal or Business Finances,
• Retirement or Estate Planning,
• Life Insurance or Group Benefits,
• Mutual or Segregated Funds,
• RESPs, RRSPs, RRIFs, RLIFs, Etc.,
• Tax Free Savings Accounts
• And more!
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403-443-2110
Have You Ever Asked Yourself: If I was unable to work due to illness or disability, how long could I live off my current finances? . . . If I (as a business owner) lost my partner(s) or key employee suddenly, what would it cost the business to replace them? . . . Will I have enough money when I turn 60 or 65, to retire on for the next 20+ years? . . . If I died tomorrow, could my spouse and family maintain their current lifestyle? . . . If I died tomorrow, how much of my estate would go to the government for taxes? . . . Will my family be able to pay estate taxes?
If you are concerned about these questions, we would love to help! Money doesn't need to be scary. A Financial Plan, includes your personal list of short and long-term goals, and how you’re going to spend (and save) your money to achieve those goals. It makes your money manageable.
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Manulife Limited Time Offer: Promo on RRSP and TFSA contributions (to Manulife Advantage Account) = 3.00% until the end of April 2019. The current RRSP deadline is March 1st. TFSA limits are set to rise to $6,000 in 2019.
Please note: All information provided on this website is for the general education of Canadian residents only. All posts are accurate as of the date of publication and information provided is subject to change without notice. For current, personalized, or up-to-date information, please contact us directly. |