Resources

Here are some useful resources to help you:

Client Log-ins

Useful Websites

Taxes:

• Canada Revenue Agency

Financial Planning:

• You are nearing retirement...are you ready?
• OAS changes can affect your retirement
• Registered Retirement Income Funds
• Registered Retirement Savings Plan
• Retiring Allowances
• Your Time of Life
• The Value of Using an Advisor
• Why the Smart Money stays fully invested

News:

• Globe and Mail
• Financial Post
• Canadian Business
• The Wall Street Journal
• New York Times

Tools

Financial Planning Calculators:

• RRSP Calculator
• RRSP Illustrator
• RRIF/LIF Illustrator
• Registered Vs Non-Registered Comparison
• RRSP Loan Planner
• RESP Calculator

Financial Planning Tools:

• Household Cashflow Statement
• Net Worth Statement

Mortgage and Lending Tools:

• Mortgage / Loan Amortization scheduler
• Mortgage Qualifier
• Debt Consolidator

Tax and Estate Planning:

• Estate Planning Guide
• Tax Free Savings Accounts (TFSA)
• Aging and Taxation
• Capital Loss Planning
• Registered Disability Savings Plans

Link Disclosure: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.