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Live well today, thrive tomorrow

October 1, 2017

The objective of a financial advisor is to strive to advance your financial security so you can live now and thrive tomorrow, enjoying the current and future life you want. Our mandate is to deliver such a plan that you can limit worry that you will not be able to send the children to college or university or retire well.

Like most people, you want to live well today and ensure that you thrive in your future prosperity. You’ll create wealth while you work, save and invest with our specialized portfolio management. It takes your life energies to earn money that you can invest. Some you’ll spend to live well now. Other income will create future wealth to provide for your best retirement.

Your clarified values define the process of how we can deliver growth in your personalized investment portfolio. We will work with you to select quality products, equipping a balanced portfolio to get the required results flowing into your life.

Many people worry about their financial plan. They are concerned about long-term investments not building enough wealth for retirement. Or they feel that their children may not have the money it takes to educate them in a good college or university. We want to alleviate your anxiety and help you achieve financial success.

Publisher's Copyright & Legal Use Disclaimer

All articles are a legal copyright of Adviceon®Media.

The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. This website is not deemed to be used as a solicitation in a jurisdiction where this representative is not registered. This content is not intended to provide specific personalized advice, including, without limitation, investment, insurance, financial, legal, accounting or tax advice; and any reference to facts and data provided are from various sources believed to be reliable, but we cannot guarantee they are complete or accurate; and it is intended primarily for Canadian residents only, and the information contained herein is subject to change without notice. References in this Web site to third party goods or services should not be regarded as an endorsement, offer or solicitation of these or any goods or services. Always consult an appropriate professional regarding your particular circumstances before making any financial decision.

Mutual Funds and/or Segregated Funds Disclaimer

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investment funds, including segregated fund investments. Please read the fund summary information folder prospectus before investing. Mutual Funds and/or Segregated Funds may not be guaranteed, their market value changes daily and past performance is not indicative of future results. The publisher does not guarantee the accuracy and will not be held liable in any way for any error, or omission, or any financial decision. Talk to your advisor before making any financial decision. A description of the key features of the applicable individual variable annuity contract or segregated fund is contained in the Information Folder. Any amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value. Product features are subject to change.

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