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Wealth management for serious investors and general financial services for small businesses
 
 
Investment Plans

Individual and Group Registered Plans

RRSP - Registered Retirement Savings Plan

RESP - Registered Education Savings Plan

RRIF - Registered Retirement Income Fund

Individual and Group Non-registered Plans

"Open" or cash investment accounts, etc.
 

Taxation

Tax minimisation strategies

Tax preparation

 

General Financial Consulting for Individuals and Small Businesses

Budgeting

Cash Flow estimating, control and financing

Lease vs. Buy decisions

Sources of funds

etc.