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Meeting Preparation
This detailed list of documents and information is what you can expect to gather for your first meeting with us.
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Executor Guide
A comprehensive workbook that helps you prepare and simplify your estate for your executor.
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Retirement Workbook
Help clarify your retirement goals by outlining spending and earning objectives.
Recommended Reading
How to Pay Less and Save More for Yourself - Rob Carrick
The Wealthy Barber - David Chilton
101 Tax Secrets for Canadians - Tim Cestnick
Sleep Easy Investing - Gordon Pape
You Can’t Take it With You - Sandra Foster