Financing near Hazelmere BC (563 Result(s))

To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing. We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel. If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.

Under COVID19 physical distancing directives I am working from home. I invite you to a complementary initial virtual meeting to review your financial plans and goals. The solutions I recommend is tailored to your situation. Please contact me to set up an appointment. Do you have a written financial plan? when was the last time you updated your plan? do you have an idea of your cash flow and taxes at each phase of retirement? When is the right time for you to reduce or leave your work days? which products are you taking advantage of? RRSP, TFSA, Non-Registered. Do you know what will happen to your family and your estate. During estate planning conversation, we will review the following with you and offer solutions where there is a gap: will, estate executor, assets, liabilities, taxes and charitable giving. #wholelife #permanentLifeInsurance #parlife