Helpful Resources

Portal Access

NBIN Portal

Fidelity Portal

TriCert Investment Counsel Portal

Planning Resources

Charitable Gifting

Defined Benefit Pension Plans

Executor Checklist (fillable form) 

Executor Checklist (printable format)

Individual Pension Plans

Personal Inventory Checklist

Retirement Compensation Agreement (RCA)

Retirement Income CPP & OAS Benefit

Retirement Income Personal & Corporate

Secondary Wills

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

Managing Debt

Mortgage Life Insurance Versus Personal Life Insurance

Mortgage Qualification

Ontario Student Assistance Program (OSAP)

Registered Education Savings Plan (RESP)

RRSP Basics

RRSP: Home Buyers’ Plan (HBP)

Scholarship, Bursaries, & Grants

Student Debt

Student Line of Credit (LOC)

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 Advice for All

Financial Planning for Canadians

Wealth Management Services Brochure – The Power of Integration