Tax Planning

The supporting material, audio and video recordings and all information related to the artofretirement websites are designed to educate and provide general information regarding financial planning and all other subject matter covered. It is marketed and distributed with the understanding that the authors and the publishers are not engaged in rendering legal, financial, or other professional advice. It is also understood that laws and practices may vary from province to province and are subject to change. All illustrations provided in these materials are for educational purposes only and individual results will vary. Each illustration provided is unique to that individual and your personal results may vary. Because each factual situation is different, specific advice should be tailored to each individual’s particular circumstances. For this reason, the reader is advised to consult with qualified licensed professionals of their choosing, regarding that individual’s specific situation. The authors have taken reasonable precautions in the preparation of all materials and believe the facts presented are accurate as of the date it was written. However, neither the author nor the publishers assume any responsibility for any errors or omissions. The authors and publisher specifically disclaim any liability resulting from the use or application of the information contained in all materials, and the information is neither intended nor should be relied upon as legal, financial or any other advice related to individual situations.

Mutual funds are provided through Carte Wealth Management Inc. Insurance & segregated funds are provided through Carte Risk Management Inc.