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Tel: 519-344-8181

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BMO Nesbitt Burns
429 Exmouth Street
Suite 203
Sarnia, ON
N7T 5P1
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Insurance Wants



2 Certainties: Death and Taxes

Insurance can be used as a strategy to grow your wealth, shelter and protect it.

Currently, there are 3 ways to to grow your wealth tax free: your principal residence, your TFSA and insurance.

Certain types of insurance can create your family an additional annual tax shelter to grow your wealth and save taxes now on an annual basis. Insurance isn't just about about paying your estate taxes, it's about helping you now and in the future.

The Dennis-Rawson Wealth Advisory Group believes in a holistic approach to your wealth....Insurance can be integral in preserving and protecting your wealth for you and your loved ones.

                       

     Peter McMahon
     Estate and Insurance Advisor, Vice President

     Click to read Peter's BIO


 

CLICK BELOW TO LEARN MORE:

TAX FREE DIVIDEND WITH LIFE INSURANCE

INSURANCE RETIREMENT STRATEGY: TAX DEFERRAL TODAY - TAX FREE INCOME TOMORROW

REGISTERED ASSET PRESERVATION PLAN

HOW TO KEEP THE COTTAGE IN THE FAMILY



 

- Creating Dependable Income Today, Tomorrow, Together -