Services

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Mutual fund representative

Through the vehicle of mutual funds we help you take the steps and aim to maintain and grow your savings. Whether it is in a RRSP, TFSA, LIRA, or even a open account there are plenty of options for you.

All mutual funds are provided through FundEX Investments Inc. 

 

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tax planning

The purpose of tax planning is to ensure tax efficiency,  with the elements of the financial plan working together in the most tax-efficient manner possible. At Ramsey T&D Financial we also try and simplify your services by being a place where clients can also get their personal tax returns completed. 

Tax Return prices vary upon situation. 

 

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Life insurance

At Ramsey T&D Financial we also offer the proper service to help cover final expenses, you can protect your family or business. 

We will talk through what needs need to be met and if you are in a situation where you require this security.