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Personal Financial Services

Investment and Retirement Planning

Wealth Management Services
Retirement Planning
Registered Retirement Savings Plans
Registered Retirement Income Funds
Education Savings Plans
Alternative Tax-sheltered and tax-preferred savings vehicles

Estate Planning

Estate protection and preservation

Estate Tax planning
Life Insurance Planning
Charitable Bequests

Income Continuance

Disability Income protection

Critical Illness coverage
Long-Term Care Insurance

1050 Morrison Dr., 3rd Floor
Ottawa, Ontario
K2H 8K7

Toll-free: 1-800-267-1964
(or 613-226-1964)
Fax: (613) 226-8402