The Personal Wealth Blueprint

By identifying and implementing proper financial plans in each of the following areas, you will ensure the maximum benefit for you and your family.

PERSONAL RETIREMENT AND TAX DEFERRAL PLANS

  • Registered retirement savings plans, RRSPs and LIRAs
  • Non-RRSP savings/investment plans

ANNUITIES

  • Registered retirement income funds, RRIFs, LIFs and LRIFs
  • Retirement planning

PERSONAL

  • Family protection
  • Investment planning 
  • Mortgage redemption
  • Education funding
  • Disability income
  • Life insurance

OTHER AREAS

  • Tax sheltered accumulation programs
  • Charitable/Planned giving
  • Estate planning
  • Preservation of RRSP/RRIF Values

If you are in need of a personal wealth blueprint, let’s meet and see if how we can help.

LEGAL

ABOUT

PRIVACY

Contact:
Mike Stapleton
416.555.1234

Freedom 55

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