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Financial Resources

HELPFUL LINKS  |  TAX TIPS  |  ESTATE PLANNING TOOLS  |  CALCULATORS  |   VIDEOS  |  CLIENT LOGINS


FINANCIAL RESOURCES


Estate Planning Tools

There are many decisions you will have to make when you draft a Will. If not thoroughly considered, some of these decisions can have unintended consequences. Try the Will Planning Workbook and Will Planning Checklist below.

WILL PLANNING WORKBOOK ↗

Estate Planning Questionnaire for Business Owners ↗

Checklist of Executor’s Duties ↗

Why Do I Need A Will? (Brochure)

FINANCIAL TOOLS & CALCULATORS

We are here to help. Contact us to help explain your results and what they mean for your situation.

InsureRight Needs Calculator ↗

Use your financial information today to help decide how much insurance you may need.

InsureRight Quick Quote ↗

Find out how much insurance you may need to help protect your family.

Budget Planner Tool ↗

Create your customized budget and receive personalized tips to improve your finances.

Mortgage Calculators ↗

Determine what you can afford, and estimate what your expected payments may be.

Financial Goal CALCULATOR ↗

Calculate how to pay down your debt and reach your financial savings goals.

Retirement Income Calculator ↗

Estimate your retirement income, employer pensions and other sources of income.

Retirement Savings Calculator ↗

Find out how much you will need to save for your retirement savings goal.

Tax-free Savings Calculator ↗

See how your savings can grow faster inside a TFSA than in a taxable investment.

*These calculators are for illustrative purposes only and should not be relied upon as an accurate indication of your financial retirement needs. As each individual’s situation is different and changes over time, the results are limited by the accuracy of the assumptions you make in providing the information used in the calculation. I (we) do not guarantee that these calculators are reliable, accurate or complete or that they will be compatible with your computer.

INSIGHTFUL VIDEOS & MAGAZINES


Beware of Scammers

Protect your personal information
and beware of scammers pretending to be the Canada Revenue Agency!


Insurance 101

Get a look inside the world of insurance and learn how insurance companies can provide protections against life uncertainties.