Wealth Management Resource Library

• Secondary (Dual) Wills
• Retirement Income - Personal & Corporate
• Retirement Income - CPP & OAS Benefits
• Tax Free Savings Account
• Individual Pension Plan
• Retirement Compensation Agreement
• Realtors, Taxes and Retirement - Bill 145
• New Commuted Value Regulatory Changes
• The Connection Between Health & Wealth
• Work From Home & Medical Expenses - Tax Season
• How well do you understand money basics?
• TFSA or RRSP? Take Your Pick!
• Protect Yourself & Your Loved Ones
• Funding Options for Your Child's Education
• Pay Down Debt or Invest?
• Tax Planning Should Be Part of Your Financial Plan
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Student Literacy Library

• Handy Student Financial Planning & Budgeting Worksheet
• What is a RESP (Registered Educational Savings Plan)?
• Why Create a Budget?
• Understanding Scholarships, Bursaries & Grants
• What is SLOC (Student Line of Credit)?
• Average Cost of University
• Average Cost of College

Tax Related Useful Resources

• Personal 2020 Tax Return Checklist