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HELPFUL LINKS | TAX TIPS | ESTATE PLANNING TOOLS | CALCULATORS | VIDEOS
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FINANCIAL RESOURCES
Tax Tips & Tools
Try these helpful links and articles to learn more about your taxes.
CRA Tax Tips ↗Homeowner tax credits you should know about ↗
Understand your notice of assessment ↗
Source: Government of Canada
Helpful Links
Estate Planning Tools
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. Try the Will Planning Workbook and Will Planning Checklist below.
Estate Planning Questionnaire for Business Owners ↗
FINANCIAL TOOLS & CALCULATORS
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*These calculators are for illustrative purposes only and should not be relied upon as an accurate indication of your financial retirement needs. As each individual’s situation is different and changes over time, the results are limited by the accuracy of the assumptions you make in providing the information used in the calculation. I (we) do not guarantee that these calculators are reliable, accurate or complete or that they will be compatible with your computer.
INSIGHTFUL VIDEOS & ARTICLES
Beware of Scammers
Protect your personal information
and beware of scammers pretending to be the Canada Revenue Agency!
Insurance 101
Get a look inside the world of insurance and learn how insurance companies can provide protections against life uncertainties.
Plan and learn
With the right information, it’s easier to make smart decisions. That’s why we put these resources together.