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Jun
20
Asset Protection with Sun Long Term Care Insurance Protect Your Assets Against the Risk of Ill Health There’s more to protecting your savings than making sure your investment eggs aren’t all in the same basket. You’re probably like Sandra. You’ve worked hard, made saving for retirement a priority, and relied on your advisor’s expertise to […]
Mar
25
60 Pippin Road, Unit 33 Vaughan, ON L4K 4M8 Tony Miceli, Certified, Financial Planner (CFP) tony Mobile: 416 566 5476 Daniela Doukas, Administrative Assistant daniela Office: 416 740 7443
Jul
26
As we journey through the various stages of life, we spend considerable time building relationships and accumulating assets. Passing on a legacy to family and friends and avoiding unnecessary taxes and administrative delays takes good planning. Your estate plan is as individual as you are, and taking the time to complete your arrangements now will […]