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We love answering our clients’ Financial planning questions.

To provide answers to frequently asked financial questions about money, and other life issues, we have assembled a large quantity of online financial resources.

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Estate Planning
Understanding Your Insurance Needs
Charitable Planning and Giving
Death and Taxes
Probate Planning to Minimize Estate Costs
Systematic Withdrawal Options
Caring For Your Ageing Parents
Retirement Planning
Registered Retirement Income Funds
Registered Retirement Savings Plans
Tax Planning
Reducing tax at source
Home Buyers Plan
Disability Tax and Estate Planning
TFSA – Plan overview
Joint Accounts 
Education Planning
Assessing Your Education Savings Needs
Can Learn
Education Savings for Your Child
Financial priority planner
Life Long Learning Plan
Registered Education Savings Plans (FAQs)
Student Loans, Grants and Scholarships
University Cost Calculator
Saskatchewan Advantage Grant for Education Savings (SAGES)
Investment Planning
Dollar Cost Averaging
How to Survive Stock Market Ups and Downs
Invest without Borders
Why the Smart Money Remains Fully Invested
The GIC Dilemma 
Consumer Information
Auto Insurance
Auto Protection
CBC Marketplace
Consumer Association
Little Black Book of Scams
Canadian Anti Fraud Centre
Trusted Regina Businesses Directory
Government Forms
CPP Benefits Application
CPP Payment Rates
Life Long Learning Plan – Withdrawal Request Form
Old Age Security Pension
RSP Home Buyers Plan
Social Insurance Number
Government Websites
Consumer Affairs
Business Gateway
Canada Pension Plan (CPP)
Child & Family
Government Services
Health Alberta
Health BC
Health Canada
Health Ontario
Health Saskatchewan
Manitoba Health
New Brunswick Health
Nova Scotia Health
Old Age Security (OAS)
Persons with Disabilities
Top 25 Questions
Insurance Companies
Assumption Life
AXA Canada
Benecaid Health Benefits Solutions
Blue Cross Canada
Canada Life
Canada Protection Plan
Empire Life
Equitable Life
Financial Horizons
Forresters (formerly Unity Life)
Great West Life
Industrial Alliance
Innovative Insurance
La Capitale
Manulife Financial
National Life
RBC Insurance
Reliable Life
SSQ Financial Group
Sun Life Financial
The Edge Benefits
Transamerica Life
Wawanesa Life Assurance
Mutual Fund Companies
AGF Funds
BMO Mutual Funds
Bullion Management Group
CI Investments
CIBC Asset Management Inc.
Dynamic Funds
Excel Funds
Fidelity Investments
Fiera Capital
Franklin Templeton Investments
IA Clarington Investments
Industrial Alliance
ING Bank
Mackenzie Financial
Manulife Mutual Funds
ROI Capital
Stone & Co
TD Asset Management
Tax Information
Canada Revenue Agency
CRA Netfile
Tax Calculators & Rates
Tax Tips 
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