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Getting the most out of your Wealth & Retirement Plan?
Have over $250k saved for retirement?
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​​Replace expensive Mutual Funds.
Minimize taxation in retirement.
Benefit from a Portfolio Manager vs "financial advisor".
Use Real Estate in a RSP/RIF to generate income
Generate income with higher interest rates.
Plan around OAS & CPP.
Avoid Common retiree mistakes.
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and MORE!
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Schedule a review with Bruno Marando, Portfolio Manager and Senior Investment advisor to learn how to :
Who should schedule?
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Individuals approaching or at retirement.
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Those investing through a bank branch.
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Anyone looking for tax minimization strategies.
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If you're only invested in Mutual Funds.
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Families looking to secure their financial future.
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Anyone interested in wealth management and retirement planning through a Fiduciary.