Valued Advice Advisors have historically helped their clients grow their assets 3.9 times more than non-advised individuals over a 15-year period. That’s a stunning figure by any measure.
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Protecting Your Children’s Financial Security Is the financial security of your children on your mind? Here are a few practical and straightforward financial, tax and estate planning steps to safeguard your children’s financial future.
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Your tax return is being reviewed. What happens now? If your tax return is selected for review, here is some useful information from the Canada Revenue Agency (CRA). As always, feel free to contact me with any questions.
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Email sent from Kyle Moir - kyle@theplanners.ca 4195 Dundas Street West Suite 328 Etobicoke, ON M8X 1Y4 © 2021 Investment Planning Counsel DISCLAIMER: This Report is written by the Investment Planning Counsel, a fully integrated Wealth Management Company. Mutual funds available through IPC Investment Corporation and IPC Securities Corporation. Securities available through IPC Securities Corporation, a member of the Canadian Investor Protection Fund and a member of the Investment Industry Regulatory Organization of Canada. Insurance products available through IPC Estate Services Inc. Mortgage Broker Services provided by Invis Inc. (Lic.# ON 10801 / SK 315928) or Mortgage Intelligence Inc. (Lic.# ON 10428 / SK 315857). |