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Services

Financial planning is about more than saving money for retirement – it’s about helping protect what means the most to you and helping you achieve your short - and long-term goals. The first step to achieving your financial security goals is creating a financial security plan. Our goal is to help you build a plan tailored to your needs, flexible enough to meet your changing needs and based on solid insurance and investment products.

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Estate Planning

Key components of your financial plan that can aid in saving for retirement, achieving tax efficiencies, taking care of loved ones, and maintaining your lifestyle in case of illness or disability.

Cash Flow

Liquidity is crucial for a strong financial security plan, as it enables you to handle emergencies and seize investment opportunities.

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Income Protection

The word "IF" within "life" highlights how unforeseen events can disrupt both immediate and long-term plans for yourself, your family, or your business. Proper planning can lessen the impact.

Retirement

Your life goals are unique to you and thereʼs no reason why your investment strategy should be any different. Goals-based investing can significantly help to increase the chance of reaching your financial goals.

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Want to find out what your unique financial plan will be?

Book a free consultation

Contact

269-1099 Kingston Rd

Pickering, ON  L1V 1B5

289 - 277 - 1204

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ELAN is a division of GBF, Goals Based Financial Inc

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