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Serving Burlington, Oakville & Surrounding Areas

REDUCE TAXES – MAXIMIZE INCOME – INVEST SMARTER – PRESERVE WEALTH

Disability Insurance

Do you need Disability Insurance?

Photo by Victoria Borodinova from Pexels While reviewing the financial documents during a meeting with a couple in their forties who wished to create a retirement plan, I

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Estate Buckets

The Three Estate Buckets

Annually with clients, we review how their estate will be distributed to their beneficiaries. We determine if there are any changes in their desires, or opportunities

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