Early Stage Planning:
Early years: Understanding your insurance needs (invesco.ca)
NEW: First Home Savers Account: New Ways to Save For Your Home (www.fidelity.ca)
Home Buyers Plans: Home Buyers’ Plan (HBP) (invesco.ca)
Cottage Buying – Understanding Buying a Family Cottage (invesco.ca)
TFSA Investing: Tax-Free Savings Accounts (TFSA) (invesco.ca)
Life Long Learning Plan: Lifelong Learning Plans (LLP) (invesco.ca)
Education Planning: Registered Education Savings Plan (RESP)
Education Savings Calculator: RESP Savings Calculator
Student Loans and Funding: Student aid – Canada.ca
Sandwich Generation:
Understanding Insurance Needs: Understanding your insurance needs (invesco.ca)
Aging Parents: How to take care of aging parents and yourself (fidelity.ca)
Aging Parents Financial Transitions: Time to take away the financial keys? (fidelity.ca)
Wealth and Legacy Planning: Legacy conversations (fidelity.ca)
Retirement Planning and Estates
RRSP Investing: Registered retirement savings plans (RRSP) (invesco.ca)
RRIF: Investing: Registered retirement income funds (RRIF) (invesco.ca)
Pension Income Splitting: Pension income splitting (invesco.ca)
Death and Taxes: Death and taxes – Estate Tax (invesco.ca)
Probate Planning: Minimize estate costs (invesco.ca)
Disability and Taxes: Disability tax and estate planning (invesco.ca)
Disability Planning: Registered Disability Savings Plan (RDSP) (invesco.ca)
Tax Efficient Income Calculator: Taxable income calculator (fidelity.ca)
Potpourri & Other Things:
Charitable Giving: Mackenzie Charitable Giving Program (mackenzie.ca)
Charitable Guide Investors: Charitable Giving Guide (mackenzie.ca)
Charitable Tax Calculator: Charitable Giving Tax Credit Calculator (mackenzie.ca)
Understanding SRI Investing: Socially Responsible Investing (SRI) (iaclarington.com)
Divorce and Investing: Divorce (fidelity.ca)
Investing 20 Years: 20 Year Retrospective (dynamic.ca)
