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You are more experienced now, your bank account is larger, and it is easier to think further ahead.
Paying next month’s bills is not as stressful as it used to be. However, while paying the mortgage might not keep you up at night, planning for the next few years might cause some tossing and turning.
How will you pay for your son’s private high school? Your daughter’s violin lessons are getting expensive too. What about your aging mother who may need to move in with you? And your spouse just told you they might lose their job.
At this stage in life, you may feel crunched between the responsibility of taking care of your children and your aging parents.
You are not alone
A financial advisor can help you prioritize your goals and create a path for you to achieve them. As your financial position becomes more advanced, more possibilities open up – some you may have never even considered.
Whether it is refinancing your mortgage, consolidating consumer debt, adjusting your retirement plan, or tax planning, an advisor can be there for you to make sure you are maximizing your potential.
A financial advisor is someone who is on your side, someone who knows what options are available and can think of creative solutions to problems you may have thought were unsolvable. An advisor can help you live the life you want to live.
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Financial Planning
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A Registered Retirement Savings Plan is a retirement plan that is registered with the federal government and that you or your spouse or common-law partner can establish and…
For most Canadians, retirement is a major financial goal that requires considerable financial commitment. 49% of Canadians hope to retire before the age of 60.* Whether you…
Registered Education Savings Plans are education savings plans that grow tax-free until the child is ready for university, college or a vocational institute. The student usually…
Taxes are a fact of life. They affect every Canadian in most aspects of their lives. Whether it’s earning an income, making a purchase, owning real property, investing, running a…
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