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The financial environment we live in is complex.


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Income tax, inflation, compound interest, your current and projected employment income, RRSPs, Tax Free Savings Accounts, entitlements such as Canada Pension Plan and Old Age Security payments, pension income splitting and the way income tax interacts with all of these elements, determines how much After Tax Income you have today and might have in the future, defining to a large extent your current and future lifestyle and standard of living.


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A Lifestyle Projection

is both easy to understand, and informative. It gives you a snapshot view of where you are headed and better understand how important financial concepts apply to you. It will help you answer important questions.

  • What is the best way to save for my short term needs and goals?
  • When will I be able to retire?
  • Will my standard of living change when I retire?
  • Should I pay off my mortgage?
  • How much should I set aside in my children’s education savings plans?
  • Is my investment portfolio right for me?
  • Do I have enough or too much life insurance?
  • How good is my company retirement plan?
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Lifestyle Projections are prepared by our senior advisors, on a fee for service basis, fees may vary based upon the complexity of your situation. To find out more schedule an introductory concept meeting.

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