HELPFUL RESOURCES
Portal Access
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
- TFSA or RRSP?
- 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