Helpful Resources
Portal Access
TriCert Investment Counsel Portal
Planning Resources
Executor Checklist (fillable form)
Executor Checklist (printable format)
Retirement Compensation Agreement (RCA)
Retirement Income CPP & OAS Benefit
Retirement Income Personal & Corporate
Tax Planning – It Should be Part of Your Financial Plan
The Cost of Procrastination (Retirement Planning)
When is the Best Time to Invest?
Student Literacy Resources
Cash Flow Tips for Younger Clients
Getting Started With Investing
Mortgage Life Insurance Versus Personal Life Insurance
Ontario Student Assistance Program (OSAP)
Registered Education Savings Plan (RESP)
Scholarship, Bursaries, & Grants
Tax-Free Savings Account (TFSA)
What Is Disability Income Insurance And Why Do I Need It?
Government Links
Financial Resources for Children and Families (Ontario)
Financial Consumer Agency of Canada (FCAC)
Financial Services Commission of Ontario (Retirement Planning)
Registered Education Savings Plans (RESP) Benefit Information
Registered Education Savings Plans (RESP) Taxation Information
Other Useful Links
Financial Planning for Canadians
Wealth Management Services Brochure – The Power of Integration
