ALERT: The Canada Post strike may impact your ability to pay by cheque—and our ability to deliver invoices and other documents. Pay premiums directly from your bank using the payee “LAWYERS FINANCIAL” or switch to a pre-authorized payment plan to make your payments automatic. Call us at 1 (800) 267-2242 to switch to e-Delivery.
Book a call for a one-on-one review of the markets and your portfolio. Then let’s work together to develop a comprehensive financial plan that will help you achieve your long-term goals.
Some financial planners will charge upwards of $3,000 to develop a plan. We’re happy to provide this valuable service to our clients at no cost.
