Estate Planning: First Steps Part of retirement planning encompasses an estate plan. Estate planning is more than money. It’s about defining the legacy you want to leave for your loved one.
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Savings: Short-Term Goals When it comes to saving, many people focus on long-term goals like saving for a retirement, a child’s education or their first home. Saving for short-term goals are important, to accommodate for your current needs.
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Tax Tip - Register Your Account Have you registered for the Canada Revenue Agency’s My Account service?
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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). |