What is a fiduciary?
1) n. from the Latin fiducia, meaning "trust"; a person or a business who has the power and obligation to act for another under circumstances which require total trust, good faith, ethics, and honesty.
Being a fiduciary means always acting in the best interest of our clients and putting our clients needs first.
Why you need a Fiduciary?
With so many money-management firms, brokers, mutual funds, and investment products, the financial industry can be confusing, frustrating and even self serving. A fiduciary always works in your best interests and one way we do that is working for a single fee, eliminating the potential biases that trailer fees and commissions can present. Our compensation is aligned with your goals.
Relationship Disclosure & Conflicts of Interest
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Your TFSA and RRSP contribution room can be determined by logging into your CRA account at: https://www.canada.ca/en/revenue-agency/services/e-services/cra-login-services.html
Or by calling 1-800-267-6999. You will need the following information when calling in:
- your social insurance number;
- your month and year of birth; and
- the total income you entered on line 150 of your last tax return.
Your RRSP contribution room can also be located on your last notice of assessment.
Create a Health Spending Account:
Create a Will:
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