Resources

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SERVICES
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Make the most of your money, with the help of a financial security advisor.

Did you know, when it comes to your financial well-being, advice may be the difference between achieving your financial goals and falling short?
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Our Privacy Statement

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Weekly Market Update – May 14, 2018

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Setanta EAFE Equity Fund – Q1 2018

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Executor’s Guide

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Cash Wedge Strategy

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RRSP Loans

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Tax and Planning

Retirement income: Planning for business owners

Business owners always face the question of how to pay themselves. It’s a big decision once you factor in the tax situation and potential impact to retirement plans and lifestyle.

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There’s a difference between retiring and retiring well.

Advice makes that difference.

Retirement. When the time comes, will you be ready? You’ve worked too hard to leave things to chance. It’s time for some solid financial advice.

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You worked hard to build your wealth.

Make sure your wealth is working hard for you.

Did you know that households are more likely to accumulate 1.58 times more financial assets after working with a financial security advisor for only four to six years, compared with otherwise identical non-advised households? And this number can grow to 2.73 times more assets after 15 years!

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Maximize your wealth. Live the life you want.

Increase your net worth. Partner with a financial security advisor.

An advisor can help you find more money to save and make the most of your investments–regardless of your income or life-stage.

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7 Tips To Save Money Where You Didn’t Know You Could.

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Establishing Your Legacy: Estate Planning and Beyond

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Tax-Free Savings Accounts: Understanding Contribution Limits

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Critical Illness – Worry about having Enough Money?

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Long-Term Care Insurance

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Homebuyer’s Plan

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Lifetime Benefit Trust

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Benefits of Group Benefits

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Investor Protection

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Bank of Canada Interest Rate Increase

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Finance Consultation on the Taxation of Private Corporations

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Market Crisis and Subsequent Returns

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Charitable Giving of Corporate-Owned Life Insurance & Joint Tenancy in the Spotlight

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Secure Your Legacy

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Wills

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Estate Planning

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