Search

What day of the week do most working folk spend most of their money? Saturdays. In #Retirement, every day is #Saturday! Will you be prepared? Contact us today to develop a #plan that secures the #future of your #money! 705-725-0562

Living with, or caring for someone with a disability can be emotionally and financially challenging now… but what does the future hold? Let us help you to have an understanding of what lies ahead and enlighten you on the available tools and strategies that can enhance future lifestyle by building and protecting your financial resources. Call today! 705-725-0562

What question do you hear most often? Should I take my CPP at 60 or 65? Every situation is unique. Longevity, Health, Continuation to survivor, income, tax brackets, and the effect on other benefits should be assessed. Call today to book an appointment so we can develop a plan together! 705-725-0562

Did you know that the ON Disability Support Program (ODSP) offers more than just income support to disabled individuals? They also offer employment supports and health benefits to those that qualify. Talk to us! 705-725-0562

Have you talked to your extended family members about their leaving money to your child with special needs and how it may jeopardize their ON #disability support eligibility? We can help educate you on some potential strategies that can be put into place. Talk to us! 705-725-0562