Louis Pivar - ScotiaMcLeod, Oakville, ON
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Description
Worthwhile goals take time and planning to reach. To bring our clients' long-term goals closer, we help them analyze their current financial situation and create a consolidated, cohesive financial strategy. Over time, we work with them to implement strategies to take care of their investment, income and asset protection, will and estate planning, banking, and borrowing needs.
We review the progress our clients are making towards their goals and make adjustments required to their overall plan on a regular basis.
- Education Planning
- Investment Planning
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