Tax Planning
Retirement Planning

"Don't let Revenue Canada take HALF your Assets"

As part of your personal finacial security plan, I can assist you in minimizing the tax obligation of your estate. This can be accomplished using solutions such as life insurance and the art of charitable giving!





 

 

Dave Franklin, CFP, CH.F.C CLU, EPC
Certified Financial Planner
Investment Representative
200-7077 Keele Street; Concord, Ontario     L4K 0B6
(905) 660-9414 x313     dave.franklin@freedom55financial.com      (905) 660-9415

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