Individual Retirement Plan General Update

A General Update would include:

Updated retirement plan with revised RRSP Meltdown and tax-planning strategies.
Updated PDF report and Excel spreadsheet.
1-month email retainer for follow-up questions and clarification.

1 payment of $875 plus tax

I have read and agree to the terms and conditions of this page as follows:

Terms of Service - Please scroll down for key points

You are agreeing to having reviewed our Advisory Services Agreement (click here to review the entire document).

Key Points

Deliverables: Please see our Advisory Services Agreement for full details
Client Responsibilities: Please see our Advisory Services Agreement for full details
Fees and Compensation: Please see our Advisory Services Agreement for full details

Our Thanks!

We love helping Canadians from Coast to Coast, and we thank you for the opportunity to help you with your retirement goals. Our team looks forward to working with you again!