Extended Hours for RRSP Season

Jan 25 2013

For those of you that have trouble getting in to see us during normal office hours, we will be open on Saturdays from 10am – 2pm for the month of February. This is in addition to our normal hours of 9am – 5pm, Monday to Friday.

One less excuse for not getting in to do your last-minute RRSP contribution!

Making $$$ and Sense For Our Clients – Jan 2012

Jan 18 2012

a thumbnail image of our February 2012 newsletter.In this issue:

  • What is important?,
  • Year-End Statements,
  • Planning and insuring for total security,
  • RRSP and Tax deadlines,
  • 2011 transition to 2012

Click image to open newsletter in convenient PDF format ->

Making $$$ and Sense For Our Clients – Feb 2011

Feb 23 2011

Making $$$ and Sense for Our Clients - January 2011 editionIn this issue:

  • CPP Changes,
  • Identification Issues (and Solutions!),
  • Insurance Initiatives,
  • Planning Tools – Mapping Your Future,
  • Unlocking Locked-In Retirement Dollars,
  • Wealth Management & Tax Minimization and
  • TFSA Misconceptions

Click image to open newsletter in convenient PDF format ->