Upper Stoney Creek
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905-963-1188 lisa.macdonald@edwardjones.com Personalized Wealth Strategies for individuals, families and business owners Fully licensed -stocks, ETFS, Mutual funds, GICs, Bonds Full
Tagline: Making your Money Work for You
Year Established: 2017
Services:
RRSP RRIF TFSA FHSA LIRA LIF
RESP
Tax free income stream creation
Create monthly income from home sale equity
Pension conversion
Enhance tax efficiency
Life Insurance