Personal Record Keeper
Take the time to document the important information in your life, such as your household accounts, savings and insurance plans, and who your professional advisors are. Not only is this a convenient way to keep a better handle on your personal and financial information, it also becomes an invaluable tool for your loved ones should anything happen to you.
Will Planning Checklist
There are many decisions you will have to make when you draft a Will. If not thoroughly considered, some of these decisions can have unintended consequences.
Here is a checklist of some of the issues that should be discussed before you make your Will:
Executor’s Handbook
When you become an Executor you are really becoming a legal Trustee with all the rights and responsibilities that come with that position. This handbook provides you with a solid overview of estate settlement and will hopefully provide you with some useful information and tools to expedite your responsibilities in a timely and competent fashion. Read more.
RRIF, LIF & LRIF Calculator
Click here to see a calculator that helps you determine the amount of retirement income you can receive from your RRIF, LIF or LRIF plan.
Education Savings Goal Calculator
Click here to see a calculator that helps you determine the amount of money you need to save for your children's education.
Net Worth Calculator
Click here to see a calculator that compares your assets and liabilities to help you determine your personal net worth.
Personal Cash Flow Calculator
Click here to see a calculator that helps you determine your monthly personal cash flow.