The following are a compilation of resources regarding topics that our clients often ask us about. Our hope is that you can use the information below to better plan for the future of you and your family. If you ever have any questions about these or any other topics pertaining to your over all financial plan, we are happy to guide you! You can connect with us HERE.
become your own banker
What if you had the ability to borrow from yourself instead of a bank or credit card company? We are huge believers in the idea of creating your own bank for your family and eliminating the need to borrow and pay interest to anyone, except maybe yourself...
Who would you appoint to assist you to act on your behalf if you couldn't make important decisions regarding your health care and personal care matters? You need a representation agreement to appoint that person.
Life Insurance comparison
You have arrived at the conclusion that you need some life insurance. But how much and what type is appropriate? We can help you decide and educate yourself on the two main types of life insurance available to you.
If you are the executor of a recently deceased, loved one's estate, we have a comprehensive duties check-list to help you navigate the process. Each province is different, so ensure you refer to each provincial government's website.
Want to know how much you could receive from your Canada Pension Plan? The first questions to answer is: do you have a "My Service Plan" Once that's done, you can find out how much you may receive by following the link below.