Be informed                                  Tools

2023 AB Financial Planning Rates and Amounts


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 

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

     Changing Jobs - Financial Considerations

     Buying a Home

     Selling a Home

Corporate ownership and structure planning

     Shareholder Remuneration

     Business Owners

     Business Succession

     Immediate Financing

     TFSA vs. Corporate Investing

Cottage ownership and succession

     Cottage Succession

     Cottage Succession - Insurance

Trusted Contact Person

     Designating a Trusted Contact Person

Philanthropic Giving