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Tax Season is a good time for a Financial Review.
It's all about the numbers.
Numbers don't lie.
Don't like crunching the numbers?
We can crunch the numbers for you!
Accepting New Clients
Learn more here: https://tinyurl.com/msmithefg
#insurance #insurances #lifeinsurance #criticalillness #criticalillnessinsurnce #disability #disabilitycoverage #disabilityinsurance #healthcoverage #healthinsurance #homecare #investment #investments #investing #retirement #rrsp #rrif #tfsa #fhsa #resp #rdsp #keyperson #angus #barrie #borden #brechin #coldwater #collingwood #creemore #elmvale #innisfil #midland #newtecumseth #ontario #orostation #penetanguishene #portsevern #simcoecounty #stayner #wasagabeach #washago #waubaushene

Tax Season is a good time for a Financial Review.
Whether an Individual, Family or Business.
There are questions we all need to be asking ourselves. Such as:
If I became partially disabled would I still work?
If anything happened to me would I want my Family to be worse off, better off, or about the same?
What would happen to my Business if I lost my best person?
How can I get my retirement plan back on track? Or even started?
Providing Solutions for Taxes and Aging.
Learn more here: https://tinyurl.com/msmithefg
#insurance #insurances #lifeinsurance #criticalillness #criticalillnessinsurnce #disability #disabilitycoverage #disabilityinsurance #healthcoverage #healthinsurance #homecare #investment #investments #investing #retirement #rrsp #rrif #tfsa #fhsa #resp #rdsp #keyperson #angus #barrie #borden #brechin #coldwater #collingwood #creemore #elmvale #innisfil #midland #newtecumseth #ontario #orostation #penetanguishene #portsevern #simcoecounty #stayner #wasagabeach #washago #waubaushene

RRSP Season is now over. We are now into Tax Season. It's a good time for a Financial Review. There are questions we all need to be asking ourselves about the following: Life Insurance (right amount right coverage?) Critical Illness Insurance (coverage for heart attacks / cancers /stroke) Disability Coverage (if you were partially disabled would you still work?) Education Plans (sending your kids / grandchildren to school) and for the self employed Business Overhead Expenses. What's your need? Providing Solutions for Taxes and Aging. What's your most important concern? Learn more here: https://tinyurl.com/msmithefg

#angus #barrie #borden #brechin #coldwater #collingwood #creemore #elmvale #innisfil #midland #newtecumseth #ontario #orostation #penetanguishene #portsevern #simcoecounty #stayner #wasagabeach #washago #waubaushene

Tax Season is a good time for a Financial Review.
Whether an Individual, Family or Business.
There are questions we all need to be asking ourselves. Such as:
If I became partially disabled would I still work?
If anything happened to me would I want my Family to be worse off, better off, or about the same?
What would happen to my Business if I lost my best person?
What's your need?
Providing Solutions for Taxes and Aging.
What's your most important concern?
Learn more here: https://tinyurl.com/msmithefg

#angus #barrie #borden #brechin #coldwater #collingwood #creemore #elmvale #innisfil #midland #newtecumseth #ontario #orostation #penetanguishene #portsevern #simcoecounty #stayner #wasagabeach #washago #waubaushene

RRSP Season is now over. We are now into Tax Season. It's a good time for a Financial Review. There are questions we all need to be asking ourselves about the following: Life Insurance (right amount right coverage?) Critical Illness Insurance (coverage for heart attacks / cancers /stroke) Disability Coverage (if you were partially disabled would you still work?) Education Plans (sending your kids / grandchildren to school) and for the self employed Business Overhead Expenses. What's your need? Providing Solutions for Taxes and Aging. What's your most important concern? Take the Questionnaire here: https://forms.gle/GCa42Dy4ekfEY4hh8 #ontario