ESTATE PLANNING
- Charitable Donations
- Estate Checklist
- Reducing tax at death
- Inter-generational transfer of wealth
- Will Planning Workbook
DEBT MANAGEMENT
- Manulife Bank (through referral)
- Home Equity Line of Credit
- Residential and Commercial Mortgages (through referral)
- RRSP Loan
- Debt Management Solutions
REGISTERED OPTIONS
- Registered Retirement Savings (RRSP)
- Tax Free Savings Account (TFSA)
- Spousal Plans (SRSP)
- Locked-in Plans (LIRA)
- Registered Education Savings (RESP)
- Registered Disability Savings (RDSP)
RETIREMENT PLANNING
- RRIFs, LIFs, LRIFs
- Annuities
- Pension options
- Income projections
- Retirement Planner
- Savings Calculator
TAX PLANNING
- Tax saving strategies
- Income splitting
- Tax preferred investment income
- Ernst & Young’s 2018 Personal Tax Calculator *
EDUCATION PLANNING
- Registered Education Savings (RESP)
- In-trust accounts
- Education Savings Plan Calculator
- RESP FAQs
INSURANCE ANALYSIS
- Life insurance
- Disability insurance
- Mortgage Insurance
- Critical Illness Insurance
- Long-term Care Insurance
- Personal healthcare benefits
- Travel Insurance
- Health and Dental
GROUP BENEFITS
- Group RRSP
- Group Pension
- Group Life and Health
- Health Spending Accounts
