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It’s possible to live your desired lifestyle and leave a lasting legacy

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Ottawa

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Ontario

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You’ve spent years building an investment portfolio to help you live your desired retirement lifestyle. Now that you’re at or near retirement, the time has come to look at the best method for drawing income.

There are many options, but the best one helps ensure you withdraw money in not only a tax-efficient manner but one in which can help preserve your estate.

Let’s talk. I can give you the advice you need to help you enjoy the lifestyle you’ve become accustomed while savoring the satisfaction of knowing you’ll be leaving a meaningful legacy for your kids.

You want peace of mind for yourself and your family. A solid plan can ensure it.

Book an appointment to

- Understand Estate Planning

- Set the Goals

- Get Started – Your First Steps

- Consider the Fundamentals – From Wills to Taxes

- Develop Your Best Strategy

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Ottawa

TBC

Ontario

Canada

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