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To arrange for a meeting or to obtain more information, please reply using this simple form or contact us at the address or phone numbers below.
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I would like more information on these strategies or concepts:
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    effective tax planning ideas
    in-trust investments
    estate/will planning
    investment options for retired Canadians
    Canada Education Savings Grant
    investment leveraging
    RRSP's vs mortgage repayment options
    annuities and RRIF investment options
    charitable giving through life insurance

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119 Kent Street

Richard P. Harvey and Associates Limited
Tailored Financial Planning Strategies
BDC Place
119 Kent Street, Suite 240
Charlottetown, PEI, Canada
C1A 1N3
tel 902/566-5883
fax 902/566-9263
toll-free 1-800-461-6749

Richard Harvey, CFP, CLU, CH.F.C.
President
email richard@richardpharvey.com

Anne Harvey
Associate Director
email anne@richardpharvey.com