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. 

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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 yourself...

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Representation agreement

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. 


cpp calculator

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.

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executor duties

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.