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Dealing with Life's Unexpected Events

Senior with Mask

When you, and your loved ones, are dealing with life's unexpected events, money is usually an issue. 

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WE CAN HELP!

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Life Events

  • buying a home 

  • home renovations

  • having or adopting a child

  • paying for education

  • marriage, separation, or divorce

  • starting a business

  • supplementing retirement income

  • loss of employment

  • unexpected illness, injury, or disability

  • saving for a loved one with a disability

  • having enough money to pay for long-term care or home care

  • end of life care

  • 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.

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Investments

  1. Business or corporate assets

  2. Equity in your principal residence

  3. Equity in investment or rental properties

  4. Life Income Funds

  5. Life Insurance Policies

  6. Locked-In Retirement Accounts

  7. Registered Retirement Savings Accounts

  8. Registered Retirement Income Funds

  9. Tax-Free Savings Accounts

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Let me help you access these assets while complying with Canada Revenue Agency rules and regulations.

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