Free Financial Literacy Presentation

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Reading Time: 2 minutes Your free presentation to promote Financial Literacy Month. Did you know that 48% of Canadians say they’ve lost sleep because of financial worries?*

RESP Campaign

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Reading Time: 2 minutes Download your free RESP Campaign.

Education Planning

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Reading Time: 2 minutes Saving for Education

Estate Planning

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Reading Time: 3 minutes An estate planning checklist for retirees & mature families.

Estate Planning for Young Families

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Reading Time: 2 minutes An estate planning checklist for young families.

Segregated Funds or Mutual Funds Infographic

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Reading Time: < 1 minute We’ve put together an infographic outlining the differences between segregated funds and mutual funds.

Group Life vs Individual Life Insurance

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Reading Time: < 1 minute We’ve put together an infographic outlining the differences between group and self owned life insurance.

Mortgage Insurance Infographic

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Reading Time: < 1 minute We’ve put together an infographic on personally/self owned versus bank owned mortgage life insurance.

Financial Planning Checklist for Incorporated Professionals

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Reading Time: < 1 minute 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.