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Bill Clarke Financial Advisor | CFP, Insurance | Edmonton, Alberta

We take the guessing out of your retirement goals by creating a road map and a plan of action, with specific steps needed to achieve the financial tomorrow you want.

http://www.ethicaladvisor.com/

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JL Consulting

Levac, James

402 9●●●●●0 Ave

Edm●●●ton , Alberta, t6e2t3

CA

1.78●●●●4717
ja●●●@levac.net

View this contact

Levac, James

402 9●●●●●0 Ave

Edm●●●ton , Alberta, t6e2t3

CA

1.78●●●●4717
ja●●●@levac.net

View this contact

JL Consulting

Levac, James

402 9●●●●●0 Ave

Edm●●●ton , Alberta, t6e2t3

CA

1.78●●●●4717
ja●●●@levac.net

View this contact

JL Consulting

Levac, James

402 9●●●●●0 Ave

Edm●●●ton , Alberta, t6e2t3

CA

1.78●●●●4717
ja●●●@levac.net

View this contact

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Bill Clarke Financial Advisor | CFP, Insurance | Edmonton, Alberta | ethicaladvisor.com Reviews

https://ethicaladvisor.com

We take the guessing out of your retirement goals by creating a road map and a plan of action, with specific steps needed to achieve the financial tomorrow you want.

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EthicalAdvisor.com

http://www.ethicaladvisor.com/funds.asp

Mutual and Segregated Funds. Segregated Funds are Mutual Funds offered by insurance companies. This allows for both death benefit and maturity guarantees not available with mutual funds. Other advantages include creditor protection, probate avoidance, and named beneficiary designation on non registered money. Segregated Funds are valuable for business investments for the aforementioned reasons. 10231 121 Street NW Edmonton, Alberta, Canada T5N 1K6. Site design by JLConsulting.

2

EthicalAdvisor.com

http://www.ethicaladvisor.com/health.asp

Health and Dental Insurance. Individual plans are available, including Blue Cross, Solo, and Manulife to subsidize the high costs of health services not covered by Alberta Health. For example these plans include Dental, Vision, Prescription Drugs, Massage Therapy, Acupuncture, Reflexology, and many more related services. Health and Welfare Trust. Also known as Private Heath Services Plans offered by Olympia Trust. Group Benefits are your standard health, dental, and company RRSP plans offered by various ...

3

EthicalAdvisor.com

http://www.ethicaladvisor.com/default.asp

A Clear Financial Direction. In today’s busy world, having someone in your corner to use as a sounding board can be very helpful. At Taylor Financial group, we strive to provide the highest level of service to our clients, whether their needs are big or small. Tax Free Savings Account. Mortgage Insurance: Not always a sure thing! We offer a wide range of products from some of the leading financial companies in the world. 10231 121 Street NW Edmonton, Alberta, Canada T5N 1K6. Site design by JLConsulting.

4

EthicalAdvisor.com

http://www.ethicaladvisor.com/living.asp

This is insurance that pays you out a tax-free benefit upon diagnosis of a variety of critical illnesses, such as heart attack, stroke or cancer. If the insured survives the benefit is paid out to assist in the recovery of the illness or to provide some comfort during recovery or treatment. If you take care of your children full time, will your family be burdened with extra expenses for child care if you were gone? Long Term Care Insurance. When Are Benefits Paid? How Are Benefits Paid? 10231 121 Street ...

5

EthicalAdvisor.com

http://www.ethicaladvisor.com/disclaimer.asp

Worldsource Financial Management Inc - Disclaimer. Labour Sponsored Investment Funds (LSIF) have tax credits that are subject to certain conditions and are generally subject to recapture, if shares are redeemed within eight years. Please note that Mutual Fund Representatives in Alberta are not permitted to sell LSIF. All information provided is believed to be accurate and reliable, however, we cannot guarantee its accuracy. Worldsource Financial Management Inc. will not be held liable for any ina...You a...

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retirementplanners.ca retirementplanners.ca

RPAC

http://www.retirementplanners.ca/members_directory.html

TORONTO and ONTARIO SOUTH. NORTHWESTERN ONTARIO - SUDBURY. NAME & ADDRESS. Gabriola Island, BC. Specialize in delivering pre-retirement workshops that focus on the psychological and emotional preparation. Standalone workshops designed to be presented to specific interest groups or individuals. Dovetails with financial planning seminars. Brown, Jerry, CFP, EPC, PRP. Assante Financial Mgt. Ltd. 101-33386 South Fraser Way. 5800 Turner Road Suite 202. Cayford, Cherith CFP, R.F.P. Victoria, B.C. TE Wealth hel...

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Bill Clarke Financial Advisor | CFP, Insurance | Edmonton, Alberta

Long Term Care Insurance. Bill Clarke Financial - Life Insurance, Financial Advisor, Certified Financial Planner. In Edmonton, Alberta. We help you to feel comfortable preparing for your retirement while raising a family and enjoying life now. CFP - Certified Financial Planner. Life Insurance - Disability. Life insurance can help ensure your family maintains their standard of living if you die. It can also help pay off debts or cover final expenses such as funeral costs. News From Last Week. We take the ...

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