Investment Planning

We all want our money to grow, but how best do we do that? Should I invest in an RRSP or TFSA? Francine will help guide you through the myriad choices we have in regards to investing. Whether it’s saving for retirement, saving for a child’s education, or just saving, Francine can help you find the best product.

As a mutual fund advisor, she is able to select from hundreds of different mutual funds, finding the best investment to suit your needs. Specializing in socially responsible investing, Francine prefers funds that meet Environmental, Social and Governance (ESG) standards in measuring the sustainability and ethical impact of an investment in a company or business.

MY SERVICES

"The Plan itself is nothing....the fascination lies in the planning." - Sir Winston Churchill

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Financial
Planning

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Insurance
Planning

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Estate
Planning

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Investment
Planning

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Longevity
Planning

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My Financial
Portfolio

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