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investment planning

​​'Live for Today, Plan for Tomorrow' through the discovery of investment options that will help you increase your wealth while securing your savings.
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INVESTMENT PLANNING
Investing is a smart way to build your wealth. We can help you find your way around the world of investments and make sure your choices are well informed. We’ll explain how it works so you can make smart choices and over time, your investments and savings can help secure the future you want for you and your family.

What are just some of the options...
  • Diversify your investments with a variety of investment products
    ​The flexible way to spread your eggs amongst several baskets. Diversifying investments helps many investors achieve their financial goals.
  • Increase your assets with segregated funds
    Invest with a safety net. Segregated funds are our most popular investment choice.
  • Turn investments into steady retirement
    We can help you comfortably transition into your retirement years with options for turning investments into steady retirement income.

We can help you start investing today. ​Managed solutions will help you be more confident in your investments, letting you focus on your financial goals and not on shifting markets. Work with one of our advisors to make a plan that works for you.
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Schedule an INVESTMENT Consultation with Al McDonald
Unit 2 - 2390 Bristol Circle, Oakville, ON L6H 6M5   905.277.1234
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​© 2023 Life & Legacy Advisory Group. All Rights Reserved
  • Home
  • Our Story
  • Services
    • Cashflow Planning
    • Life Insurance
    • Income Protection
    • Estate Planning
    • Investment Planning
    • Retirement Planning
    • Tax Strategies
  • The Team
    • Join the Team
  • ENRICHMENT
    • Financial Enrichment Series
    • CPP Benefits
    • Post Secondary Scholarships
    • News Feed
    • Financial View Point
    • COMMUNITY
    • Retirement Study
    • Financial Stress Index
    • LINKS
  • Podcast
  • Contact
    • Consult with Al
    • Consult with Joe
    • Consult with Peter
    • Consult with Joseph