Financial Planning Case Studies

Here are some planning scenarios that might be applicable to your situation.

1 Lance – Getting an early start on retirement savings.

2 Nancy – Maximizing your registered account opportunities.

3 Ted – Tax sheltered growth of RRSP.

4 Margret – Putting more away for your future.

5 Alexander – Taking on more risk for better rewards.

6 Lisa – Increasing your returns.

7 Kevin – Funding estate taxes.

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