What We Stand For
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Financial Strategies
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Years in the Business
Happy Clients
Expert Accountants
What we Do
Individual & Corporates Accounting Services
Individual & Corporate Taxes
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Financial Planning
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Audit Defense & Services
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Resources & Calculators
Useful Resources for Financial Management & Forecasting
401k Calculator
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Interest Calculator
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Retirement Planner
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Payment Manager
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How It Works
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1. Collect your information
![](https://thefinancialstrategist.ca/wp-content/uploads/2021/06/sharing-economy.png)
2. Complimentary meeting; Virtual or in person
![](https://thefinancialstrategist.ca/wp-content/uploads/2021/06/check.png)
3. Create a clear plan
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4. Live life by design not default.
Did You Know
Frequently Asked Questions
How does life insurance and investments work together?
Retirement savings and investments help you dream big, plan for the future, and protect against what-if scenarios. Life insurance helps financially protect your family if you can no longer be there. They can pay off the mortgage, maintain their quality of life, and cover education costs without tapping into savings. Critical illness is another insurance tool that can help sustain you ― and your family ― in case of a debilitating illness that leaves you unable to work.