Dealing with Life's Unexpected Events
When you, and your loved ones, are dealing with life's unexpected events, money is usually an issue.
WE CAN HELP!
Life Events
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buying a home
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home renovations
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having or adopting a child
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paying for education
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marriage, separation, or divorce
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starting a business
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supplementing retirement income
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loss of employment
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unexpected illness, injury, or disability
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saving for a loved one with a disability
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having enough money to pay for long-term care or home care
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end of life care
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death of a loved one
Unfortunately, much of your money may be locked away in your home (home equity), or invested in a variety of investments that may have taxable consequences.
Investments
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Business or corporate assets
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Equity in your principal residence
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Equity in investment or rental properties
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Life Income Funds
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Life Insurance Policies
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Locked-In Retirement Accounts
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Registered Retirement Savings Accounts
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Registered Retirement Income Funds
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Tax-Free Savings Accounts
Let me help you access these assets while complying with Canada Revenue Agency rules and regulations.