ADVICEONMEDIA

With a unique mix of in-house experts, a network of external specialists and a foundational background in tax strategy, our practice is structured to serve these evolving needs over the course of your professional career, and through your retirement... Our services include: Financial planning, tax-management strategies for pre- and post-retirement Projecting and managing cash flow Retirement income planning and supporting your retirement lifestyle Planning for retirement and strategies to retire early Investing tax-efficiently with Tax-Free Savings Accounts and other unique strategies Life insurance and other strategies to protect your wealth Estate planning, building a legacy and transferring family wealth tax-efficiently. Custom portfolio design with market analysis and goal-oriented planning Ongoing client education, reporting and personal communication Wealth planning for business owners and incorporated professionals, including doctors and dentists. This often includes selling a..

Primary location: Kitchener