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Proactive Planning

for a solid future

Helping You

manage the changing face of life

Our Goal

is helping you achieve your financial objectives

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Retirement Income Planning

I will base my recommendations on a thorough evaluation of your retirement goals, current and future tax status, family situation and risk tolerance.

As well, we will address the integration of government-sponsored income plans with your personal portfolio in order to structure your retirement income in the most efficient manner possible.

Personal retirement savings, employer pension plans, non-registered investments, CPP and OAS generally form the basis for most individuals’ retirement income plan.

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602-4211 Kingsway
Burnaby, BC
V5H 1Z6 Canada

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