Canadian CANNAINVESTOR Magazine January 2019 | Page 202

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

[email protected]

www.argosynoonan.com

Ontario residence if you’re interested in being on the list for private placements, please email me at [email protected]

202

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