05 July, 2021

Appointing an Executor: Who Will You Choose?

When appointing an executor for your estate, the person who first comes to mind won’t necessarily become your final choice....

15 March, 2021 Estate planning

Estate Planning: Protecting Your Heirs and Beneficiaries

Estate Planning: Protecting Your Heirs and Beneficiaries highlights how to protect, build, and preserve your assets, so your loved ones will receive the legacy you intend to leave them....

15 March, 2021 Estate planning

Estate Planning: First Steps

Estate Planning: First Steps introduces the key reasons why everyone should have an estate plan. Whether your assets are big or small, everyone can benefit from a formalized estate plan....

27 April, 2020 Financial Planning

Money Dates 2020

This infographic highlights important deadlines, such as income tax returns and CPP and OAS benefit payment dates. Helping you to keep track of these critical dates....

22 January, 2020 Financial Planning

Money Facts 2020

A quick reference guide that outlines contribution limits for RRSPs & TFSAs and more....

20 March, 2019 Financial Planning Special Reports and Newsletters

Canada’s Budget 2019-2020

The Federal Government released its new budget for 2019 with various spending measures for the middle class. Our Budget Infographic provides key highlights....

14 December, 2018 Special Reports and Newsletters

Understanding TFSA’s

A Tax-Free Savings Accounts (TFSA) is a flexible savings account. Learn the basic facts about this savings tool....

24 September, 2018 Estate planning

Expert Estate Planning: Leaving a Lasting Legacy

Expert Estate Planning: Leaving a Lasting Legacy is an eBook that will walk you through estate planning. Starting with what is estate planning and why it’s important....

02 April, 2018 Special Reports and Newsletters

10 Simple Investment Strategies

Ten simple ways to grow your RRSPs....

03 March, 2018 Special Reports and Newsletters

Navigating Life’s Events

The stage of life you are in now affects your financial planning strategies. This infographic provides a good roadmap, outlining the costs at each stage of life....