Keep in mind tax planning, and estate planning are a huge part of a well thought out estate plan. If your Financial Planner is not reviewing your taxes regularly as part of your investment plan, then I would suggest you are overpaying them. I would suggest sitting down with a Certified Financial Planner like myself and developing one.
Always speak to a qualified professional about your specific situation to ensure the plan you have is right for you.
Jason A. DeJean,
CFP®, CIM®, FCSI®, PFP®, CPCA®, EPC®
Investment Advisor
Certified Financial Planner
Chartered Investment Manager
Certified Professional Consultant on Aging
Elder Planning Counselor
T: 905.333.4755, F: 905.333.4523
www.argosynoonan.com
Ontario residence if you’re interested in being on the list for private placements, please email me at [email protected]
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The views expressed do not necessarily reflect the opinion of Argosy Securities Inc. The
information contained herein may not apply to all types of investors. Please consult a
professional before making an investment decision