Under COVID19 physical distancing directives I am working from home. I invite you to a complementary initial virtual meeting to review your financial plans and goals. The solutions I recommend is tailored to your situation. Please contact me to set up an appointment. Do you have a written financial plan? when was the last time you updated your plan? do you have an idea of your cash flow and taxes at each phase of retirement? When is the right time for you to reduce or leave your work days? which products are you taking advantage of? RRSP, TFSA, Non-Registered. Do you know what will happen to your family and your estate. During estate planning conversation, we will review the following with you and offer solutions where there is a gap: will, estate executor, assets, liabilities, taxes and charitable giving. #wholelife #permanentLifeInsurance #parlife more... See more text