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    • Protecting Your Family
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  • What We Do
    • Financial Planning
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  • About Us
  • How We Help
    • Protecting Your Family
    • Investments
    • Retirement
    • Income Taxes
    • Your Child’s Education
    • Your Legacy
    • Running a Business
  • 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
  • E-Newsletter
  • Resources
    • Calculators
    • Financial Library
    • Government Sites & Forms
    • Life Planning
  • Phone
  • Email
  • Portfolio
logo
  • About Us
  • How We Help
    • Protecting Your Family
    • Investments
    • Retirement
    • Income Taxes
    • Your Child’s Education
    • Your Legacy
    • Running a Business
  • 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
  • E-Newsletter
  • Resources
    • Calculators
    • Financial Library
    • Government Sites & Forms
    • Life Planning
  • About Us
  • How We Help
    • Protecting Your Family
    • Investments
    • Retirement
    • Income Taxes
    • Your Child’s Education
    • Your Legacy
    • Running a Business
  • 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
  • E-Newsletter
  • Resources
    • Calculators
    • Financial Library
    • Government Sites & Forms
    • Life Planning

Resources

Resources

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...

Retirement Planning

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

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
  • Aging and Taxation
  • Canada Revenue Agency
  • CRA Netfile
  • Tax Calculators & Rates
  • Tax Tips (CRA)

Estate Planning

  • Estate planning, wills and funerals
  • Caring for your aging parents
  • Joint accounts
  • Understanding Your Insurance Needs
  • Charitable Planned Giving

HOW WE HELP

Your Retirement

Your Retirement

After years of living the “rat race”, you are looking…

Established Family

You are more experienced now, your bank…

Retiree

During the last market downturn a few years ago…

HOT TOPICS

  • Estate Planning
    Estate Planning
  • Travel Insurance
    Travel Insurance
  • Retirement Planning
    Retirement Planning
  • Eldercare
    Eldercare
  • Wills
    Wills

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About Us

We serve individuals, families and businesses in the Campbell River area.

Our primary goal is to help each client meet their unique financial goals by focusing on six key areas of needs analysis:

  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Portfolio Analysis
  • *Insurance Analysis
Insurance Disclaimer
*Insurance products are provided through iA Private Wealth Insurance Agency. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.
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