Resources
To provide answers to frequently asked questions about money, and other life issues, we have assembled a large quantity of online resources. You can either browse the topics below or use our Search Tool above to find articles pertaining to almost any type of financial situation.
If you need additional assistance, please don't hesitate to send us an email or call our office.
Investment Planning
5 Strategies for Difficult Markets
Dollar Cost Averaging
How to weather stormy markets...stay invested
I don't want to invest my money now because...
Dollar Cost Averaging
How to weather stormy markets...stay invested
I don't want to invest my money now because...
Careers, Education Planning
Can Learn
Financial priority planner
Life Long Learning Plan
Education Savings for Your Child
Education Planning and Student Aid
RESP Savings Calculator
Student Loans, Grants and Scholarships
Continuing Education - Lifelong Learning
Financial priority planner
Life Long Learning Plan
Education Savings for Your Child
Education Planning and Student Aid
RESP Savings Calculator
Student Loans, Grants and Scholarships
Continuing Education - Lifelong Learning
Tax Planning
Retirement Planning
Retiring Soon? You Can Do It !
Registered Retirement Savings Plans
Registered Retirement Income Funds
Lifelong Learning Plan
Pension Income Splitting
Registered Retirement Savings Plans
Registered Retirement Income Funds
Lifelong Learning Plan
Pension Income Splitting
Estate Planning
Categories
Office Address
-
6606 Dover Road,
Nanaimo, BC V9V 1A6 - Phone: (250) 390-3331
- Email: jaj@telus.net
About Us
We serve individuals, families and businesses on Vancouver Island.
Our primary goal is to help each client meet their unique financial goals by focusing on six key areas of needs analysis:
Our primary goal is to help each client meet their unique financial goals by focusing on six key areas of needs analysis:
- Financial Strategy
- Retirement Planning
- Estate Planning
- Tax Planning
- Portfolio Analysis
- Insurance Analysis
- Personal Pension Plan
We are never satisfied until you are.
