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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

Introduction to trusts

Introduction to Trusts

Back to the Fundamentals

The Value of a Safe

Tips for Young Adults

Changing Jobs - Financial Considerations

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

Philanthropic Giving