Conviction and confidence in building and executing a plan to make your dreams a reality.
We want to start by getting to know you, your family, and your business. What does your dream retirement look like? What does the successful future of your business look like to you?
The Wealth Optimization System™ follows a simple flow. Discovery leads to clarity, and clarity leads to decisions. Decisions then lead to results, and when you get results, you gain confidence.
Tell us about yourself.
Together, we’ll develop a plan.
Once a plan has been established, we’ll execute.
Then, we’ll manage your results.
Depending on your needs, planning may include solutions such as:
Though it may seem like an insurmountable amount to accumulate, getting there may be easier than you expect.
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RRSP season is fast approaching, and now is a great time to explore different strategies for your clients’ contributions.
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Beginning April 1st, 2023 Canadians will have access to a new registered plan that aims to help Canadians save for their first home. The FHSA offers a great new way for first-time homebuyers to save for the down payment. Lets take a look at the FHSA in more detail.
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You’ve spent your working life saving for retirement. Now it’s time to spend some of that money. But how much? After all, you don’t want to outlive your retirement savings.
It’s safe to say we spend a lot more time figuring out how we’re going to save for retirement, than how we’re going to withdraw those savings.
Read MoreBenefits and Pension are key components to our total compensation strategy and working with a Dynamic Core Benefits and Leipert Financial Group, we know our plans are well managed. The team at Core Benefits and LFG are responsive, knowledgeable and great to work with. I would recommend them to any business.
Drew Watson, General Manager
South Country Equipment