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Individual
Retirement Plan

A Retirement & Estate plan for Individuals including Real Estate Investments

Individual Retirement Plants Includes:
  • A clear plan to maximize cashflow while minimizing taxes.
  • Detailed income & expenses including Rental Income properties.
  • RRSP Meltdown to not leave cash behind for CRA.
  • Optimal age to begin CPP & OAS.
  • Tax strategies to lower your tax during retirement and for your estate.
  • Estate planning to lower your tax at death.
  • Defined Benefit Pension planning.
  • Phased Retirement income - GoGo, SlowGo, NoGo years.
  • 1 Year of post-delivery support ensuring were right there with you as you implement your plan.

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