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Client Resources

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Retirement Planning

RRSP Calculator

RRSP Loan Planner

RRSP Illustrator

RIF/LIF Illustrator

Registered/Non Registered Comparison

Investments & Savings

Advantages of Early Investing

Investments and Regular Withdrawal

Investments and Regular Deposits

RESP Calculator

Personal Finance

Net Worth Statement

Household Cashflow Statement

 These tools & calculators are provided for informational and illustrative purposes only and should not be relied upon as, nor considered to be professional advice when used alone. The results are limited by the accuracy of the assumptions you make in providing the information used in these tools & calculators. You should seek financial advice from your advisor.  While reasonable efforts have been made to ensure the accuracy of the information contained in these tools & calculators we cannot guarantee their accuracy, or completeness.

Our Address

17 Ontario Street
Grimsby, ON., L3M 3G8

Phone: (905) 309-1123
Fax: (905) 309-3990


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