Personal Services

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[push h=”-66″]Mountain Planning

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INVESTMENTS

Just as important as proper portfolio structure, the ongoing maintenance of the investment ensures proper allocation and diversification.  Investment accounts are like your car or vehicle….proper check-ups and tune-ups will prevent any major damage to your investment “vehicle”, and keep your goals on track.

Registered Investments →
Annuities & GICs →
Alternative Tax-Efficient Investments →

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INSURANCE

There are many differences between what the banks offer, and what a financial advisor can offer you and your family for protection. The first step in analyzing your insurance needs is determining the amount and type of coverage you need.

Life Insurance →
Mortgage Insurance →
Living Benefits →

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GROUP BENEFITS

A great way for Employers to create a stronger sense of loyalty with employees is to provide a Group Benefit program. These plans allow the business owner to give back to the employees, boosting moral and creating a healthier workplace, and helping the company to grow and become more efficient.

Employee Health Benefit Plans→
Employee Dental Benefit Plans →
Employee Retirement Plans →

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– Dr.Paul Doucette MD

“Distance can erode the contact people have with one another. But even though we have moved thousands of miles away to
the shores of the Atlantic Ocean, Jeremy has continued to dedicate himself to our financial well-being. His knowledge and
wise advice have paved the way to a secure future for our family.”

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NEED SOME FINANCIAL GUIDANCE AND EXPERTISE?

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Fill out the form below for our engaging financial newsletter.

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