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  • Resources
    • CLIENTS
    • PROFESSIONAL ADVISORS
  • Blog
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eDOCS - CLIENTS


Above The Horizon

The Foundation Program

The Preservation Program

Personal Records Organizer
Your Ethical Will
Risk and Complexity Index

The Legacy Questionairre

How Prepared is Your Family

List of Required Documents

Below The Horizon

Year End Tax Planning Strategies
Corporate Insured Investment Strategy
Pass the Property, Not the Taxes
Estate Protection Funds
Guide to Investment Fund Distributions
Protect Your Savings From Serious Illness
The Capital Dividend Account
Single Purpose Planning
Investment Risk Questionairre
Net Worth Worksheet
Personal Budget Worksheet
Investment Costs and Value

Investment Market Commentaries

Fidelity, January 2023

Invesco, Aug 2022

Russell, Aug 12 2022

Fidelity, July 2022

Mackenzie, July 2022

Russell, Feb 28 2022

Mackenzie, Feb 25 2022
Fidelity, Feb 24 2022


Fidelity, Feb 9 2022

 
 


Net Worth Worksheet

Personal Budget Worksheet

HLCO List of Required Documents
 
EXPERIENCE. TRUSTED ADVISORS TO ACCOMPLISHED ENTREPRENEURS.
EXPERIENCE. TRUSTED ADVISORS TO ACCOMPLISHED ENTREPRENEURS.
Our Office

Haunn Landers & Co.
6645 Kitimat Road, Unit 15
Mississauga ON L5N 6J3

Phone Number
Tel: 905-821-8224
Toll Free: 1-877-523-4437
©2023 Haunn Landers & Co.