Investing
in the Future
Rean Sayegh Lawand
Providing clients with the right financial solutions, through a holistic approach.
Income Protection
Business Continuation / Succession Planning
Investment Planning
Retirement Planning
Education Savings
Estate Preservation
Recent News
New Products or Services Available to our Clients
New to Canada?
Do you know what is available to you?
Many financial institutions have plans for you, not only can you find banking packages but also Life Insurance, Critical Illness insurance, as well as Medical and Dental coverage.
Did you know that as soon as you come to Canada you can start your savings?
If you have a SIN number even if it starts with a 9 you can take advantage of a Tax Free Savings Account (TFSA). Each year the government allows you to contribute a current maximum of $6,000.
Looking to buy your first home in Canada?
You also have options as a new comer, you will need to have the minimum down payment of 10% of the house purchase price to begin. Please note other requirements and documents also apply.
For more information about these products please call or email, I will be happy to help or direct you to the right person.
359 Sainte-Croix, Suite 205
Montreal, Quebec H4N 2L3
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Planning Standards Board Ltd.
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licensing authority for the
CFP Marks in Canada, through
agreement with FPSB.
