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Group Benefits: Traditional vs Admin Services Only

June 1, 2020/in Blog, Business Owners, Group Benefits, health benefits, Investment, rrsp, Tax Free Savings Account/by Kelly Smith Group
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https://kellysmithgroup.ca/wp-content/uploads/2020/06/traditionalASOFI.jpeg 810 1440 Kelly Smith Group https://kellysmithgroup.ca/wp-content/uploads/2020/02/kellyHorizontal.jpg Kelly Smith Group2020-06-01 09:59:002020-06-01 10:06:03Group Benefits: Traditional vs Admin Services Only

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Kelly Smith Group

Kelly Smith, CFP, CPA., CGA., LLQP
Founder and Principal Advisor
(416) 402-1143
kelly.smith@kellysmithgroup.ca

Latest News

  • 2026 Financial CalendarJanuary 2, 2026 - 3:29 pm
  • 2025 Year-End Tax Tips and Strategies for Business OwnersDecember 2, 2025 - 2:59 pm
  • 2025 Personal Year End Tax TipsDecember 1, 2025 - 12:07 pm

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Our mission is to provide comprehensive group benefits and financial planning solutions that empower individuals and organizations to navigate their financial journey with confidence and security. Through personalized guidance, innovative strategies, and unwavering commitment to client success, we strive to enhance financial well-being, foster long-term relationships, and deliver peace of mind. At our core, we believe in transparency, integrity, and a client-centric approach, ensuring that every recommendation is tailored to meet the unique needs and goals of those we serve. Our mission is to be the trusted partner our clients rely on for expert advice, proactive solutions, and exceptional service, enabling them to build a solid foundation for a prosperous future.

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