Be informed                         Tools


Planning for retirement                             Financial planning & cash flow projections 

     Your aging journey                                              My NextGen Plan

     Planning for incapacity

     Planning for your retirement

Loss of a spouse or loved one


Insurance planning

     Critical illness insurance

     Insurance and wealth planning

Portfolio planning and tax efficiency

     The benefits of consolidating your accounts

     Income splitting strategies 

     Prescribed rate loans

Thinking about your Will

     Will Planning

Introduction to trusts

     Introduction to Trusts

     Family Trusts

Back to the Fundamentals   

     TFSA Guide

     RESP Guide

     The value of a safe

     Tips for young adults

Corporate ownership and structure planning

     Shareholder Remuneration

     TFSA vs. Corporate Investing

     Business owners

     Business succession

     Immediate Financing

Cottage ownership and succession

     Cottage Succession

     Cottage Succession - Insurance

Trusted Contact Person

     Designating a Trusted Contact Person