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Specializing in tax minimization strategies for private corporations and their owners
BOUTIQUE FINANCIAL
ADVISING SERVICES
Areas of
EXPERTISE
LIFE, ACCIDENT & SICKNESS INSURANCE
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Individual Life Insurance Planning
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Corporate Life Insurance Planning
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Critical Illness & Disability Insurance
INVESTMENT PRODUCTS
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Mutual Funds, Exempt Market Products, Segregated Funds
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Plan Types: IPP, RRSP, LIRA, TFSA, OPEN/Cash Investment
AREAS OF EXPERTISE
CORPORATE FINANCIAL PLANNING SERVICES
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Business Consulting
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CCPC Tax Minimization Strategies
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Tax Efficient Wealth Accumulation Strategies
PERSONAL FINANCIAL PLANNING SERVICES
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Customized Financial Plans
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Cash Flow Analysis
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Long Term and Retirement Planning
CASTLE MISSION
CASTLE TEAM
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Build Wealth that Endures
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TESTIMONIALS

CONTACT
OUR GROUP
CONTACT US
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