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logo
  • About Us
  • Agriculture
  • Business / Professionals
  • Individuals / Families
  • Resources
    • Contact
    • Recent Articles
    • E-Newsletter
    • Financial Calculators
    • Life Planning
    • Government Sites and Forms
  • About Us
  • Agriculture
  • Business / Professionals
  • Individuals / Families
  • Resources
    • Contact
    • Recent Articles
    • E-Newsletter
    • Financial Calculators
    • Life Planning
    • Government Sites and Forms

Resources

Resources

To provide answers to frequently asked questions about money, and other life issues, we have assembled a large quantity of online resources. 

Investment Planning

  • 5 Strategies for Difficult Markets
  • Dollar Cost Averaging
  • How to Weather Stormy Markets
  • I don't want to invest now because...

Retirement Planning

  • Retiring Soon? You Can Do It !
  • Registered Retirement Savings Plans
  • Registered Retirement Income Funds
  • Pension Income Splitting

Tax Planning

  • Home Buyers Plan
  • TaxTips.ca
  • Registered Disability Savings Plans
  • Aging and Taxation
  • Canada Revenue Agency
  • CRA Netfile
  • Tax Calculators & Rates
  • Tax Tips (CRA)

Careers, Education Planning

  • Can Learn
  • Life Long Learning Plan
  • Education Savings for Your Child
  • Education Planning and Student Aid
  • RESP Savings Calculator
  • Student Loans, Grants and Scholarships
  • Continuing Education - Lifelong Learning

Estate Planning

  • Estate planning, wills and funerals
  • Caring for your aging parents
  • Joint accounts
  • Understanding Your Insurance Needs
  • Charitable Planned Giving

HOW WE HELP

agriculture

Agriculture

Agricultural Intro – Who We Are? Serving the Niagara Peninsula and South Western…

business

Business

Business Intro – Who we are? 

individuals

Individuals

As an independent broker, we are bound by the laws governing life…

HOT TOPICS

Hot Topics
  • Estate Planning
  • Travel Insurance
  • Retirement Planning
  • Eldercare
  • Wills

About Us

We serve individuals, families and businesses in the Paris area. Our primary goal is to help each client meet their unique financial goals. We are never satisfied until you are.

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  • 45 Irongate Drive,
  • Paris, ON N3L 4G3
  • (519) 755-4092
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