Pyramid Planning Process

  1. Financial-Pyramid2.jpgFact Find - gather information on your situation, needs and goals.
  2. Analyze your situation - identify any shortcomings or opportunities.
  3. Help implement recommendations - with a customized plan to fulfill your goals.
  4. Review and Monitor your plan on a regular basis - adjusting and revising as your life or business changes.

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The Canada Life Assurance Company is a financial services firm in Quebec.

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