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Paying next month’s bills is not as stressful as it used to be. However, while paying the mortgage might not keep you up at night, planning for the next few years might cause some tossing and turning.
How will you pay for your son’s private high school? Your daughter’s violin lessons are getting expensive too. What about your aging mother who may need to move in with you? And your spouse just told you they might lose their job.
At this stage in life, you may feel crunched between the responsibility of taking care of your children and your aging parents.
When you feel like you are cornered, it can be difficult to think objectively. A Certified Financial Planner is someone who is on your side, someone who knows what options are available and can think of creative solutions to problems you may have thought were unsolvable.
An advisor can help you live the life you want to live.
Many people will offer you advice on which investments to buy. But there’s more to your financial life than your RRSP. Estate taxes, income taxes and education…
Mutual Funds
Today there are thousands of mutual funds available across Canada. In order to assist our clients with creating quality portfolios, we use sophisticated database software…
Estate Planning
Many people assume that estate planning is only for the wealthy. So, it must come as a shock to the families of all the Canadians who die every year without a will….
TFSA
A Tax-Free Savings Account is a registered savings account that allows taxpayers to earn investment income tax-free inside the account. Contributions to the account…
Investment Tax Planning
An investment tax strategy is not just about writing the government a cheque; it can be a deeply involved process that takes into account many different variables.
RRSP
A Registered Retirement Savings Plan is a retirement plan that is registered with the federal government and that you or your spouse or common-law partner…
Retirement Planning
For most Canadians, retirement is a major financial goal that requires considerable financial commitment. Whether you have already established a Retirement…
Registered Education Savings Plans are education savings plans that grow tax-free until the child is ready for university, college or a vocational institute. The student usually…
Quadrus, Quadrus and design, Quadrus Investment Services Ltd. and design, Quadrus Group of Funds are trademarks of Quadrus Investment Services Ltd. used with permission. Insurance products, including segregated fund policies are offered through Visconti Financial Group Inc., and Anthony Visconti offers mutual funds through Quadrus Investment Services Ltd. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read your Fund Facts before investing.
