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Home
Our Team
Bill Thompson
Steve Smith
Your Goals
Protecting Your Family
Critical Illness Insurance
Disability Insurance
Health and Dental Insurance
Term Life Insurance
Travel Insurance
Growing Your Investments
Income Taxes
Your Retirement
Running a Business
Saving for Education
Your Legacy
What We Do
Financial Planning
Retirement Planning
Estate Planning
Investment Tax Planning
Portfolio Analysis
Insurance Analysis
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Starting Out
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Home
Our Team
Bill Thompson
Steve Smith
Your Goals
Protecting Your Family
Critical Illness Insurance
Disability Insurance
Health and Dental Insurance
Term Life Insurance
Travel Insurance
Growing Your Investments
Income Taxes
Your Retirement
Running a Business
Saving for Education
Your Legacy
What We Do
Financial Planning
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Starting Out
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Home
Our Team
Bill Thompson
Steve Smith
Your Goals
Protecting Your Family
Critical Illness Insurance
Disability Insurance
Health and Dental Insurance
Term Life Insurance
Travel Insurance
Growing Your Investments
Income Taxes
Your Retirement
Running a Business
Saving for Education
Your Legacy
What We Do
Financial Planning
Retirement Planning
Estate Planning
Investment Tax Planning
Portfolio Analysis
Insurance Analysis
Life Stages
Starting Out
Young Family
Established Family
Retiree
Single
Resources
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Financial Library
Keep More, Owe Less: Smart Tax Moves Anyone Can Make
Keep More, Owe Less: Smart Tax Moves Anyone Can Make
•
August 12, 2025
A Financial Game Plan for Newlyweds
A Financial Game Plan for Newlyweds
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August 12, 2025
Avoiding Common Financial Mistakes in Retirement
Avoiding Common Financial Mistakes in Retirement
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August 12, 2025
9 Common Ways Canadians Erode Their Wealth
9 Common Ways Canadians Erode Their Wealth
•
July 14, 2025
Life Insurance: What You Need to Know
Life Insurance: What You Need to Know
•
July 14, 2025
Tax Efficient RRSP Withdrawal Strategies
Tax Efficient RRSP Withdrawal Strategies
•
July 14, 2025
Hitting Your Financial Goals—Despite Economic Uncertainty
Hitting Your Financial Goals—Despite Economic Uncertainty
•
June 9, 2025
Are You Missing the Mark on Retirement Planning?
Are You Missing the Mark on Retirement Planning?
•
June 9, 2025
The Unexpected Reality of Eldercare
The Unexpected Reality of Eldercare
•
June 9, 2025