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What are your
Financial Goals ?
Save Money & Retire Early
Starting to save early is key if you aim to retire at 55, 50 or say even 45 with enough money to fully enjoy your retirement.
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Tip: Use Segregated Funds, Whole Life Insurance, Registered & Non-registered savings account
Buying House / Property
Are you buying to buy any property in future or own one now ? Why buy mortgage insurance that only covers the mortgage term, with the same money buy Life insurance to protect your family & assets for life.
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Tip: Invest in Life Insurance, Term Insurance rather than Mortgage Insurance
Protect your Parent's Stay
in Canada
Protect your Parent's visit to Canada with Super Visa Insurance, so they can enjoy time with you and your family without any worries.
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Tip: Invest in Super visa Insurance
Grow Money Tax-Free
As per new Law, Canada Govt. will now tax you for 67% for your tax gain above $250,000. Imagine the tax your kids will have to pay for your home.
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Tip: Invest in Whole Life Insurance or Term Insurance, use Registered Savings accounts.
Emergency Funds
Emergency funds are like money you keep for surprises. They help when unexpected things happen, like sudden bills or losing a job. It's like a safety net for your finances, giving you peace of mind and confidence to handle tough times.
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Tip: Invest in Whole Life Insurance, Registered Savings accounts.
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Disability and Critical
Illness Insurance
Safeguard your income if you become temporarily or permanently disabled or experience a critical illness.
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Tip: Invest in Disability Insurance and Critical Illness Insurance
Protect your Spouse & your Kids
Have you ever thought about "What after You?", "How will your Family manage finance & debts without you?". Create a pool of money that your family can use in future after you.
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Tip: Invest in Life Insurance, Segregated Funds
Save for Your Child's Education
Investing in your child's education sets them up for a brighter future. By saving now, you're ensuring they have the financial freedom to pursue their dreams without worry. Start building their path to success today.
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Tip: Invest in RESP
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Travel Insurance, Business Insurance, Group Insurance
If you want your travel / business / employee, let's discuss about how I can help you with that.
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Tip: Connect with me !!!