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
• Cash Flow Tips for Younger Clients
• Comparing RRSP vs TFSA vs RESP
• Managing Debt
• Mortgage Life Insurance vs Personal Life Insurance
• Mortgage Qualification
• RRSP Basics
• RRSP Home Buyers Plan
• What are the Different Types of Life Insurance in Canada
• What is Disability Income Insurance and Why Do I need it?
• What is Life Insurance and Why is it Necessary?
• 12 Tips to a Brighter Future
• When is the Best Time to Invest
• RDSP - What you need to know
• Estate Planning
• Executor Checklist Infosheet / Executor Checklist
• Special Needs Planning
• RDSP - What you need to know
• RESP Withdrawal Options
• Long Term Health Care Planning
• Long Term Care Insurance, Explained
• Long Term Health Care Planning Guide
• Crisis-Proofing Your Business
• Financial Confidence
• Inheritance Planning

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
• Student Debt

Tax Related Useful Resources

• Personal 2021 Tax Return Checklist