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Resources

Home »Resources

To provide answers to frequently asked questions about money, and other life issues, we have assembled a large quantity of online resources. You can either browse the topics below or use our Search Tool above to find articles pertaining to almost any type of financial situation.

If you need additional assistance, please don't hesitate to send us an email or call our office.

Investment Planning

5 Strategies for Difficult Markets
Dollar Cost Averaging
How to weather stormy markets...stay invested
I don't want to invest my money now because...

Careers, Education Planning

Can Learn
Financial priority planner
Life Long Learning Plan
Education Savings for Your Child
Education Planning and Student Aid
RESP Savings Calculator
Student Loans, Grants and Scholarships
Continuing Education - Lifelong Learning

Tax Planning

Home Buyers Plan
TaxTips.ca
Registered Disability Savings Plans (RDSPs)
Aging and Taxation
Canada Revenue Agency
CRA Netfile
Tax Calculators & Rates
Tax Tips (CRA)

Retirement Planning

Retiring Soon? You Can Do It !
Registered Retirement Savings Plans
Registered Retirement Income Funds
Lifelong Learning Plan
Pension Income Splitting

Estate Planning

Estate planning, wills and dealing with death
Caring for your aging parents
Joint accounts
Understanding Your Insurance Needs
Charitable Planned Giving


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How we help

Established Family

Protecting your family

Without barely a moment’s thought, you would protect your family from an immediate threat.

Your investments

Do you ever feel like life is too automated? Maybe you’re suspicious of the cruise control feature on your car.

Your Legacy

You have worked all your life and saved for retirement. What other planning work could possibly be left?

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Hot Topics

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Testimonials

Testimonial

Gary has been an exceptional CFP advisor to us. He has greatly assisted in the mortgage acquisition for our primary residence and the refinancing of this property in short order. By granting us access to many lenders and assisting us in finding the most competitive rates and terms that match perfectly with our personal situation. He goes to great length to ensure we have received all the necessary details for obtaining a mortgage and is very quick to respond to our needs even late in the evening and on weekends on occasion. He also gives us very insightful investment advice and practical avenues to pursue to build wealth. We highly recommend him for your family financial needs.

Testimonial

When you choose a financial advisor/mortgage broker, make sure you choose someone who works for you, not for themselves. There are a lot of people out there who are more interested in growing their net worth, not yours. Gary Corriveau is the exception. He's the kind of person you would like to have in your wealth building team. Gary has provided us with phenomenal service, helpful advice and tremendous amount of patience and understanding during each consultation call. We have and would recommend Gary to any of our friends and family, because he's truly good at what he does and we're very happy with the results he has delivered. Thanks Gary!

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About Us

We serve individuals, families and businesses in the London area. Our primary goal is to help each client meet their unique financial goals.

We are never satisfied until you are.

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