Resources

WEALTH MANAGEMENT RESOURCE Crisis proofing your businessThe events over the past two and a half years have taught us many lessons in life and business. Whether preparing to expect the unexpected, adapting to rapidly changing laws and regulations, or feeling a direct...

WEALTH MANAGEMENT RESOURCE Long Term Care Insurance Explained Executive Summary Our population is getting older, and the life expectancy in this country continues to grow. Today, 65-year-old Canadians live on average to age 87 (men) and 89 (women). As people age,...

WEALTH MANAGEMENT RESOURCERESP WithdrawalSo, you’ve saved for your child’s education within a Registered Education Savings Plan (RESP), hoping that they will pursue post-secondary education one day. Congratulations! They are enrolled! For all these years, your...

WEALTH MANAGEMENT RESOURCESpecial Needs PlanningRecall your last vacation? How much time did you spend planning where you were going, how were you going to get there, and what activities you would enjoy once you arrived? Sadly, most people spend more time vacation...

WEALTH MANAGEMENT RESOURCERDSP - What you need to knowExecutive Summary A Registered Disability Savings Plan (RDSP) was designed to allow Canadians with disabilities and their families to save. Unfortunately, many disabled individuals have diminished earning...

WEALTH MANAGEMENT RESOURCEYou've been chosen to be the executor of someone's will - now what?So, you’ve been chosen to be the Executor of someone’s Will – maybe a loved one or maybe a friend. Cause for congratulations, perhaps? It is an honour to be asked, however,...

WEALTH MANAGEMENT RESOURCEManaging DebtManaging and reducing your debt is a great way to improve your overall financial situation. Reducing your Debt There are 4 major steps to help in your repayment plans: 1. Know Your Debt: Collect all relevant information...

WEALTH MANAGEMENT RESOURCEWhat is life insurance and why is it necessary? Going through the financial planning process forces us to ask ourselves a tough question: If I was to pass away today, how would my family be able to cope with the sudden loss of income? On top...

WEALTH MANAGEMENT RESOURCERetirement Income – Personal and Corporate  Overview While in the workforce, income is typically earned from one or two sources. However, in retirement, income will likely come from a variety of sources that could include government...