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Blog Business Owners Families Individuals Life Insurance

When and Why You Should Conduct an Insurance Audit

Gord Malic
January 01, 2019 0 Comments
As our lives grow and change with variable circumstances, new additions, and job transitions, our needs for insurance will also evolve. Additionally, economic fluctuations and external circumstances that influence your in...
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Blog Group Benefits Health Private Health Services Plan

Paying for Medical Expenses

Gord Malic
February 01, 2018 0 Comments
Although we enjoy health care benefits in Canada, there are still some benefits that are not covered by the government. We outline strategies to pay for these benefits....
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Blog Business Owners Financial Non-Registered Investments Retirement Savings

The Benefits of Consolidation

Gord Malic
January 01, 2018 0 Comments
When putting together your financial plan, there is no question about the benefits of consolidation. The importance of having a financial plan is the ability to coordinate, consolidate and be able to implement your plan t...
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Blog Business Owners Families financial planning Investments Savings

The Importance of a Financial Plan

Gord Malic
October 31, 2017 0 Comments
The importance of a financial plan. Working with us to create your financial plan helps you identify your long and short term life goals.Talk to us to see how we can help you....
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