Free Financial Literacy Presentation

Your free presentation to promote Financial Literacy Month. Did you know that 48% of Canadians say they’ve lost sleep because of financial worries?*

Estate Planning for Young Families

An estate planning checklist for young families.

Segregated Funds or Mutual Funds Infographic

We’ve put together an infographic outlining the differences between segregated funds and mutual funds.

Group Life vs Individual Life Insurance

We’ve put together an infographic outlining the differences between group and self owned life insurance.

Mortgage Insurance Infographic

We’ve put together an infographic on personally/self owned versus bank owned mortgage life insurance.

Financial Planning Checklist for Incorporated Professionals

When dealing with an incorporated professional, things can get pretty complicated. This checklist is focused on helping you make sure you don’t forget to discuss key aspects of a professional’s financial planning.