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
From a variety of Chequing & Savings accounts, Credit Cards, Mortgages, Loans and Lines of Credit to Retirement Planning, TD Canada Trust has all your Personal and Business Banking needs covered.
Adecco Finance specializes in the recruitment of accounting and finance experts. Equipped with firsthand knowledge of the financial services market, our recruiters identify, screen, and recruit hard-to-reach talent for a variety of specialized roles including but not limited to, CFOs, Treasurers, Accounting Managers, Bookkeepers, and Auditors
Versara Fund provides personal injury lawyers with access to flexible and affordable financing to advance the legal claims of their clients to ensure they receive the fair and just results they deserve. We understand that the resolution of a personal injury claim, whether by settlement or trial, can be a challenging and lengthy process, and that the availability of funding can be a critical factor in achieving success. Our solutions give you the best possible opportunity to obtain the full measure of justice for your clients by allowing you to secure the most persuasive medical, engineering, economic and demonstrative evidence, while enabling injured clients to receive timely medical treatment and to meet their financial obligations pending resolution of their claims.