Taggart Wealth and Estate Planning Inc.

Freedom today. Freedom tomorrow.
Advice that works for you

We offer expert advice that helps you now and in the future – because financial freedom should leave room for you to live. This means having control over your money, doing what makes you happy and focusing on your family, not just your pocketbook. It means following your heart and not being afraid to change your mind. We’ll be here to help you with every step, every decision and every success.

Through comprehensive analysis, in-depth market research and the support of a team of highly-qualified tax and product specialists available to us through The Canada Life Assurance Company, we can help you achieve your financial freedom.

Make saving simple – Canada Life

Setting up automatic contributions can make saving simple and potentially help you reach your long-term investment goals sooner.

 

View the video transcript

 

Narrator: Saving for something?

Description: Camera zooms out to reveal a single-storey house with a “For sale” sign.

Narrator: Well, to reach your goal sooner,

Description: A calendar enters the frame.

Narrator: Simply set up an automatic contribution,

Description: Money is invested on the 3rd and 17th day of each month.

Narrator: Choose your amount and how often you want to save it.

Description: The same amount is the next month.

Narrator: Your money flows easily into your savings,

Description: The pattern repeats every month.

Narrator: Is invested right away.

Description: Return to the house.

Narrator: And with compounding, could grow more and more.

Description: A “Sold” sticker covers the “For sale” sign.

Narrator: So don’t put it off.

Description: A second storey, garage and landscaping are added to house.

Narrator: Because who wants to play catch up?

Description: A car drives into the garage.

Narrator: Save early, save often.

Description: The frame splits in half – with the house on the left side and “Save early, save often” appears on the right.

Narrator: Learn more at canadalife.com.

Description: Frame fades to reveal “Learn more at canadalife.com” with Canada Life logo and legal line: Canada Life and design are trademarks of The Canada Life Assurance Company.

Meet our team

Through comprehensive analysis, in-depth market research and the support of a team of highly-qualified tax and product specialists available to us, we can help you make sense of your options.

Meet our team

Take action

Are you ready to take the next step toward planning for your financial future? Contact us today if you'd like to meet and discuss your financial needs.

Office: 613-748-3455 ext. 4470
Fax: 613-748-8220

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