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Client Service Commitment

Client Service Commitment

We provide the following services based on individual need:

Asset Management Financial Management
Portfolio/Pension Analysis Mortgage & Debt Analysis
Assessment of Objectives Cash Flow Analysis
Portfolio Rebalancing Cash Flow Projections
TFSA Tracking RRSP
Regular Reviews Regular Reviews
Estate Planning Investment Tax Planning
Estate Planning Analysis Tax Efficiency Reviews
Wills and POA Reviews Tax Document Reconciliation
Charitable Giving Personal Tax Planning
Regular Reviews Regular Reviews

Retirement Planning *Risk Management
Retirement Income Analysis Insurance Needs Analysis
Assessment of Objectives Life & Disability Insurance
Retirement Expenses Analysis Critical Illness Insurance
Retirement Cash Flow Projection Long Term Care Insurance
Regular Reviews Regular Reviews