Building and preserving wealth together.

1-800-561-1177

Reminder! Make sure to join us for Tuesday morning's call!
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Join us tomorrow morning for our weekly Google Hangout where we will have Peter Wouters (Director of Tax & Estate Planning) join us talking about using Critical Illness insurance to protect your retirement and RSP savings.  We will share ideas on how this can be positioned with your clients.  We will also talk about using TFSA money to enhance your client's final estate.  Join us and bring your questions.

Tuesday, February 23, 9:00am-10:00am (PST)

Join with Google Meet (Copy the link to Google Chrome):

https://meet.google.com/bkb-jygu-vre

To join by phone only: +1 289-949-1550  PIN: 165 770 193# 

Look forward to seeing you.