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About
We are passionate about building long-term relationships with our clients, helping walk them through every stage of their lives, while giving them peace of mind.
Protecting your Wealth, while it accumulates and making sure that your Wealth is distributed in a manner that is tax efficient is key to having your dream retirement.
We can assist you with:
- Building a personalized comprehensive Financial Plan
- Active Investment Management
- Retirement Planning
- Financial Risk Management
- Insurance Benefits
- Executive Compensation Planning & Consultation
- Individual Pension Plans (IPPs)
- Retirement Compensation Arrangement (RCA)
- Sheltering distributions for non-registered assets
- Estate Planning & Management
- Wealth Management & Wealth Preservation
Ready To Talk?
Book a complimentary meeting today:
https://calendly.com/discovery-meeting-with-rochellesandy
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