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Investments
- Segregated Funds
- GIC deposits
- Annuities
- Lifetime Income Benefit Plans
- Leveraged Investment Loans
- Mortgages
- RRSP
- TFSA
- LIRA
- RRIF
- Education Plans,
both non-registered and RESP
Health and Critical
Illness Insurance
- Term, Whole Life and Universal
- Life Insurance
- Disability Insurance
- Critical Illness Insurance
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For business
- Group Benefit Plans
- Group Retirement Plans
- Key Person Insurance
- Buy/Sell Funding, Overhead Protection Plans
- Salary Continuation Plans
- Individual Pension Plans
- Retirement Compensation Arrangements
- Enhanced Retirement Concepts
Consultations on Intergenerational Money Management
- Charitable Giving
- Wills
- Trusts
- Pensions
- Severance Packages
