• Customized Retirement Income Plan

• Tax Minimization

• Personal Retirement Strategy 

• RRSP, RRIF, LIRF & Pensions

• Government Benefits (OAS, CPP/QPP & GIS)​​​​

• Corporation Structure

• Buy-Sell Agreement

• Shareholder Benefits

• Corporation Insurance

• Employee Benefits & Group Insurance​

• Designated Beneficiary

• Charitable Donation

• Intergenerational Wealth Transfer

• Will & Trust Planning (Together With Legal Professional)​​

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• Cash flow Management

• Debt Reduction Strategies

• Mortgage & LOC

• Tax Minimization Strategies

• Insurance Needs & Analysis

• TFSA, RRSP, FHSA & RESP​

• Tax-Efficient Investment Strategies

• Asset Allocation & Diversification

• Wealth Accumulation & Preservation

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• Tax-Efficient Income Strategies

• Tax Minimization Techniques​

• Income Tax Defer Strategies

• Business Owner Tax Planning

• Coordination With Accountants For Tax Filling

• Life, Disability & Critical Illness Insurance

• Key Person Insurance For business

• Shared Ownership Insurance For Shareholders

• Insurance Optimization

• High-Net-Worth Wealth Management

• Divorce Financials Planning

• Planning For Aging Parents Or Dependent Children

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