Resources

Retirement Planning:

• Retirement Planning
   
• 9 Questions to Ask Before Retiring
   
• Retirement Planning Components
   
• Retirement Income Sources
   
• Retirement Planning Checklists
   
• Retirement Trade-offs
   
• Retirement Plan Contribution Limits

Registered Concepts:

• What is an RRSP?
   
• RRSP Quick Facts
   
• Life long Learning Plan (RRSP)
   
• RRSP Withholding Taxes
   
• RRSP Home Buyers Plan
   
• What is a Locked-in RRSP
   
• What is a LRIF?
   
• What is a RRIF?
   
• RESP Types & Information
   
• Group Retirement Options
   
• Contribution Limits
   
• RRSPs Rules & Regulations

Estate Planing:

• Estate Planning & Life Insurance
   
• Estate Planning Checklist
   
• Importance of Estate Planning at Any Age
   
• What is Probate?
   
• What is an Estate Freeze
   
• Having a Will vs. Not Having a Will
   
• What is a Trust?
   
• Planned Giving Components
   
• Estate Planning with Segregated Funds
   
• What is a Holograph Will?

Tax Saving Concepts:

• Spousal RRSP Introduction
   
• 10 Ways to Split Income
   
• Advantages of an In Trust For Account
   
• What is a Labour Sponsored Fund?
   
• Pension Income Tax Credit?
   
• Quick Tips for Snowbirds
   
• Group Retirement Options

Investing Basics:

• Investment Strategies
   
• Three Sources of Investment Income
   
• What is Asset Allocation?
   
• Rule of 72, Doubling Your Money
   
• Types of Investment Risk
   
• Mutual Funds, and Types of
   
• Index Funds
   
• Income Trusts
   
• Hedge Funds
   
• G.I.C.'s
   
• High Interest Chequing Account
   
• Leveraging, and Risks of
   
• Stages of Economic Cycles

Insurance:

• Glossary of Insurance Terms (link dead)
   
• Life Insurance Introduction
   
• Life Insurance FAQ
   
• Different Types of Life Insurance
   
• Life Insurance Concepts
   
• Disability Insurance
   
• Critical Illness Insurance
   
• Accidental Death or Dismemberment
   
• Individual Mortgage Insurance
   
• Group Life & Health Plans

Small Business:

• What is a Buy / Sell Agreement?
   
• Using the Business to Support Retirement Income
   
• What is Key Person Life Insurance
   
• How do You Set Up a Key Person Life Insurance Policy?
   
• Business Owner Resources
   
• Group Retirement Options
   
• Group Life & Health Plans

Other Topics:

• Annuities, and Types Of
   
• Retirement Income Sources
   
• What all Those Acronyms Mean

Financial Planning Tools:

• Setting Up a Successful Budget
   
• Expenses Worksheet
   
• Financial Planning Questionnaire
   
• Mortgage Pre-Payment Calculator
   
• Retirement Income Worksheet
   
• Mortgage Accounts

Other Useful Links:

• Glossary of Financial Terms (link dead)
   
• CPP (Canada Pension Plan) (link dead)
   
• OAS (Old Age Security)
   
• Manulife Financial
   
• Manulife Bank
   
• Manulife GIF Product Information
   
• Manulife GIF Overview
   
• Manulife GIFe Overview
   
• GlobeInvestor.ca
   
• Bloomberg.com
   
• Segregated Funds Rates of Return (Manulife)
   
• Manulife Financial Pension Plan Fund Information
   
• Manulife Bank Advantage Account
   
• Manulife GIF Select
   
• Manulife "One" Mortgage
   
• RESPs - Canada Revenue Agency
   
• Online Calendar for Canada

Individual Benefit Plans

• Individual Health & Dental
   
• Travel Insurance

Home Travel Leisure:

• Travel Checklist

Mutual Fund Company Links:

• Invesco Trimark
   
• CI Mutual Funds
   
• Manulife Mutual Funds
   
• Fidelity
   
• Sceptre (link dead)
   
• Mackenzie
   
• Dynamic