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Welcome to Guaranteed Lifetime Income - Plus Wealth Accelerator Tax Planning Strategies
Each image or menu button above offers a specific lifetime income strategy. |
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President - Jim Davis Jim has been servicing clients with investment expertise for over 25 years. Jim will help plan for your future along with a team of tax accountants, tax lawyers and actuaries. |
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Vice President / Partner - Debra Berger Debra has had a successful career over the past 4 years in Life Insurance and Retirement Planning. Debra is a fully trained advisor and adds many years of successful entrepreneur experience. |
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The ProblemRetirement can become a problem if proper steps are not addressed 5 to 10 years prior or even after retirement. How you plan your future depends on you. |
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The SolutionRetirement planning solutions revolve around your financial needs. The best question is "Are you a Stock or a Bond"? What is your risk tolerance for long-term growth? |
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What's an Annuity?An Annuity is a Guaranteed Paycheque for Life! Today's annuities are built just like the Government Employee Defined Benefit Plans, that ALL retiring government employee's enjoy. Shouldn't you have a Guaranteed Income for "LIFE"? |
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Retirement Risk ZoneLosses in your portfolio 10 years before your retirement and 10 years after your retirement will devastate your long-term income needs. At some point you will have to take out LESS, or put in MORE, or you run the risk of running out of money! |
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Long-Term CareThe health of aging seniors is the biggest concern to family members today. Long-Term Care Facilities could cost a family over $40,000 per year, today. How long would your finances last if you had to take out $40,000 after Tax Dollars from your R.R.S.P's? |
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| Main Office: North 1700 Langstaff Rd. #1001 Concord, Ontario L4K 3S3 905-202-8429Central Office: Toronto 20 Holly St. #207 Toronto, Ontario M4S 3B1 |
Find our office By entering your full address (Street, City, Province), we can provide you with a map to get to our main office. |
For more information on our products or services, |
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