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SPOTTED IN THE NEWS

rrsp

20 November, 2019

Simple RRSP Strategies

RRSPs are a great tool for retirement planning. Check out our e-book and learn more, including a few simple strategies that can help you take advantage of your contr

estate planning

29 October, 2019

Estate Planning: Protecting Your Heirs and Beneficiaries

Our e-book highlights the various tools and strategies you can use to protect, build, and preserve your assets, so your loved ones will receive the legacy you intend

estate planning ipc

25 September, 2019

Estate Planning: First Steps

Whether your assets are big or small, you should have an estate plan. We broke down the what, why, and how in this e-book to help make estate planning easier to unde

money facts

3 April, 2019

MoneyFacts 2019

A quick reference guide that outlines contribution limits for RRSPs & TFSAs and more.

 

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Our Team


Steve Morden, CFP®

Certified Financial Planner®

Gary Simpson, CFP®

Certified Financial Planner®

The Value of Advice

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
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The Cost of Advice

Understanding the different fee models and what each gets you is the start of any good planning exercise.
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