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Serving Burlington, Oakville & Surrounding Areas

REDUCE TAXES – MAXIMIZE INCOME – INVEST SMARTER – PRESERVE WEALTH

Creating Retirement Road Map
Blog

How do you Create a Retirement Road Map?

Once you have found a financial advisor that specializes in retirement income planning, they should be able to guide you through the process using a …

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Financial Advisors
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Where do Financial Advisors work?

If you are unwilling to create and manage your own Retirement Road Map, you will want to find an advisor that specializes in working with …

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Will and Power of Attorney planning
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Planning your Will and Powers of Attorney

A common question we received is what we should consider when planning our wills and powers of attorney.  The following excerpt from the Book – …

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Retirement Income Withdrawel Strategies
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Retirement Income Withdrawal Strategies

Retirement Income Withdrawal Strategies In our conversations with people making the transition from their working years to retirement, many have done a great job of …

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Tax Free First Home Savings Account
Blog

What is the Tax-Free First Home Savings Account?

In the 2022 Federal Budget, the federal government proposed a new savings vehicle for first-time home buyers. The Tax-Free First Home Savings Account (FHSA) is …

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Ontario Staycation Tax Credit
Blog

Ontario Staycation Tax Credit

If you are travelling in Ontario this year, be sure to keep track of your accommodation expenses as they can help you reduce your taxes. …

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Preserving Wealth

 

 

 

Get Your FREE HARD COPY of our recently published Book PRESERVING WEALTH: THE NEXT GENERATION

The definitive guide to protecting, investing, and transferring wealth.

For a FREE E-book copy of Preserving Wealth, CLICK HERE

Also available to Purchase in Hard Copy HERE

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