What's Your Plan?

It’s not just about saving money, it’s about helping you achieve your goals.

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What is It?
We start with listening. Then we ask questions. We will discuss your assets, your liabilities and your goals. Our aim is to get your mortgage debt properly structured while your assets are safely positioned for maximum growth.

Why do you need one?
Because without a plan, it's easy to make choices that end up costing you more in the long term. A plan can help you figure out how to make the most of your money and reach your goals. Plans also help you manage risk — as you plan for your retirement. Whether you're just starting out or you've been in the workforce for years, it's never too late to start planning. Contact Commonwealth to learn how we can help you achieve your financial goals.

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Estate

Ben Franklin said it best, “In this world the only thing certain is death and taxes.” At Commonwealth, we take a holistic inter-generational approach to managing your wealth.

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Retirement

Old and poor is a lousy combination. At Commonwealth, we pride ourselves in managing our client’s RRSP portfolios to ensure maximum growth with modest long term risk

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Education

A child’s best investment is education. At Commonwealth we offer a wide array of tax sheltered savings plans to ensure your children and grandchildren have access to a quality education.

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Commonwealth will find the mortgage that is just right for you. Best rates. Best terms.

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