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Home //Resources

Resources

To provide answers to frequently asked questions about money, and other life issues, we have assembled a large quantity of online resources. You can either browse the topics below or use our Search Tool above to find articles pertaining to almost any type of financial situation.

If you need additional assistance, please don't hesitate to send us an email or call our office.

Investment Planning

5 Strategies for Difficult Markets
Dollar Cost Averaging
I don't want to invest my money now because...
How to weather stormy markets...stay invested

Careers, Education Planning

Can Learn
Financial priority planner
Life Long Learning Plan
Education Savings for Your Child
Education Planning and Student Aid
RESP Savings Calculator
Student Loans, Grants and Scholarships
Continuing Education - Lifelong Learning

Tax Planning

Reducing Tax at Source
Home Buyers Plan
TaxTips.ca
TFSA – Plan overview
Registered Disability Savings Plans (RDSPs)
Aging and Taxation
Professional corporations
Canada Revenue Agency
CRA Netfile
Tax Calculators & Rates
Tax Tips (CRA)

Retirement Planning

Retiring Soon? You Can Do It !
Registered Retirement Savings Plans
Registered Retirement Income Funds
Lifelong Learning Plan
Pension Income Splitting

Estate Planning

Death and Taxes
Caring for your aging parents
Joint accounts
Understanding Your Insurance Needs
Aging and taxation
Charitable Planned Giving


Categories

tax planning business planning debt management life planning investing investments retirement estate planning saving strategies financial planning life insurance investment financial strategy financial strategies insurance planning investment planning retirement planning eldercare tfsa rrsp
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Hot Topics

    Hot Topics
  • Estate Planning
  • Travel Insurance
  • Retirement Planning
  • Eldercare
  • Wills

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    Mrs. S

    Chatham, Ontario

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    London, Ontario

  • Steve has been invaluable in my financial planning. He is extremely knowledgeable, reliable and very personable.

    Mrs. G

    London, Ontario

  • Steve has the heart of a teacher and has always been understanding and extremely patient. I would highly recommend him to anyone looking for a trusted advisor.

    Mr & Mrs S.

    Guelph, Ontario

  • You take the time and explain things in a simple, yet effective way that I understand. I appreciate your thoroughness and your caring attitude.

    Mr. R

    London, Ontario

Hot Topics

  • Types of Investments
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  • Travel Insurance
  • How Much Life Insurance
  • Your Legacy

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