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The Shepherd's Guide Directory Inc.
Box 42003 RPO Millbourne
Edmonton, AB T6K 4C4
Phone
1-800-563-4276 (toll-free across Canada)
Fax
1-866-266-2628
Use our general email form or select the link that best applies to you:
Alberta
Greater Calgary & Area • Greater Edmonton & North Central Alberta • Red Deer & Central Alberta • Southern Alberta & Southeastern BC
British Columbia
BC Southern Interior • Metro Vancouver & Fraser Valley • Southern Alberta & Southeastern BC • Vancouver Island
Manitoba
Ontario
Barrie, Orillia & Area • Greater London Area • Greater Toronto Area • Hamilton, Burlington, Oakville & Brantford • Ottawa & Eastern Ontario • Peterborough, Oshawa & Area • Sarnia-Lambton & Chatham-Kent • South Eastern Ontario • The Golden Triangle • The Region of Niagara • Windsor & Essex County
Saskatchewan
Regina & Southern Saskatchewan • Saskatoon & Northern Saskatchewan
AREAS OF FOCUS: • Retirement • Financial Planning • Investments • Tax • Insurance Planning • Group Benefits • Mortgage Planning • Estate Planning • Charitable Giving
When you have questions about your financial planning, we’re here to help. Call us and ask us what has been on your mind:
FOR INDIVIDUALS
• Could I afford to retire 5 years early?
• What account should I draw from first during retirement to maximize tax efficiency?
• When is it best to begin CPP and OAS payments and what clawbacks could I be subject to?
FOR BUSINESS OWNERS
• How do I best exit my company when it’s time to retire?
• Are there tax strategies being left on the table?
• Should I invest personally or within my corporation?
FOR LEGACY PLANNING
• Will my estate be hit by a large tax liability?
• Will my beneficiaries get everything I intend to leave for them?
• How do I plan for the unexpected?
Feel confident about your financial plan. Find out what 360-degree financial planning looks like for you. Connect with us at: www.SuccessPlanning.ca
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http://www.facebook.com/JustinPoirierIGWealthManagement/
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