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FINANCIAL ADVICE

FOR '40-SOMETHINGS'

IN  CANADA  

Financial Planning, Investment Advice, and Life Insurance for small business owners and families in Canada🍁.

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Be confident you are doing enough.  Know your retirement numbers.  Pay less tax.

I’m Sorry, You Don’t Have Enough Money

Buy the Car, Go on the Trip

Attention Entrepreneurs: Slow down for a minute 

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IF THIS IS YOU, WE CAN HELP.

 

You have lots of money invested, but aren't quite sure if you have 'enough'. 🤔

Your last Maui vacation has you yearning for your work-to-vacation ratio to be flipped on it's head. 🏝️ 

Your kids have started looking at Universities (and you're freaking out 🤯)

You currently have no exit plan to your extremely successful business. 💰

 

The worst part about not having a plan isn't the extra taxes you will pay, but the years of your life you will burn at work unnecessarily.

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Life is busy.

Like, sooooo busy. 

  • Your time is precious, we will honour that.
  • You know that you do not have the time, interest, or experience to do it yourself.
  • All of this seems overwhelming, it's tough to jump in and get started. 

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Similar (or slightly better) returns as the stock market, with a fraction of the volatility.

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