Knowledgebase- Wealth Builders (30's) | iiafinancialservices

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Knowledgebase- Wealth Builders (30's)

Wealth Builders (40's)

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01

Retirement Planning

Related Videos: 07 Nos

RRSP ? TFSA ? or RESP ?

RRSP ? TFSA ? or RESP ?

Determining which saving plan, or combination of saving plans is best depends on your personal situation and your objectives. For more information, click on the image....

Retire Your Worries

Retire Your Worries

Is guaranteed income part of your plan? For more information, click on the image....

Proven Strategies.jpg

Proven Strategies.jpg

The future you build today is the future you will enjoy tomorrow. For more information, click on the image....

RRSP ? TFSA ? or RESP ?

RRSP ? TFSA ? or RESP ?

Determining which saving plan, or combination of saving plans is best depends on your personal situation and your objectives. For more information, click on the image....

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Wealth Builders (50's)

Wealth Builders (60's +)

Related Articles: 21 Nos

Understanding your options this RRSP

Understanding your options this RRSP

Consider mutual funds and segregated fund contracts. For more information, click on the Link

Solut!ons - Spring 2013 edition.jpg

Solut!ons - Spring 2013 edition.jpg

The spring 2013 edition features: Building a foundation for financial success, Baby steps and The rising cost of education.

Invest for the long term.jpg

Invest for the long term.jpg

And capture the benefits of compound investment returns.

Understanding your options this RRSP

Understanding your options this RRSP

Consider mutual funds and segregated fund contracts. For more information, click on the Link

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02

Financial Planning

Related Videos: 21 Nos

Investing in Style.

Investing in Style.

Let your investment personality shine through. For more information, click on the image....

Decisions, decisions.jpg

Decisions, decisions.jpg

Do you have a TFSA account? This article describes how to make the most of your TFSA dollars. For more information, click on the image....

Face retirement with confidence.

Face retirement with confidence.

Build a retirement income stream that can last a lifetime. For more information, click on the image....

Investing in Style.

Investing in Style.

Let your investment personality shine through. For more information, click on the image....

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Related Articles 61 Nos

Gain access to the world's largest markt Article.jpg

Gain access to the world's largest markt Article.jpg

The once stagnant U.S. economy is now showing signs of life and even continued growth, presenting a timely opportunity for Canadian investors. Explore four reasons about why many experts are optimistic about investing in the U.S. today. For more information, click on the image....

Lower your family's tax bill.jpg

Lower your family's tax bill.jpg

How to take advantage of income splitting using intro-family loans. For more information, click on the image....

Protect more than just your mortgage.jpg

Protect more than just your mortgage.jpg

Mortgage insurance vs. Term insurance. For more information, click on the image....

Gain access to the world's largest markt Article.jpg

Gain access to the world's largest markt Article.jpg

The once stagnant U.S. economy is now showing signs of life and even continued growth, presenting a timely opportunity for Canadian investors. Explore four reasons about why many experts are optimistic about investing in the U.S. today. For more information, click on the image....

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03

Estate Planning

Related Videos: Nos 1

Where there's a will.

Where there's a will.

Understanding the importance of a comprehensive estate plan. For more information, click on the image....

Where there's a will.

Where there's a will.

Understanding the importance of a comprehensive estate plan. For more information, click on the image....

1/1

Related Articles Nos 10

Where there's a will.

Where there's a will.

Understanding the importance of a comprehensive estate plan. For more information, click on the image....

Is your estate plan on track?

Is your estate plan on track?

Here's how to get started. For more information, click on the image....

Minding your own business.jpg

Minding your own business.jpg

Segregated funds as a risk management tool For more information, click on the image....

Where there's a will.

Where there's a will.

Understanding the importance of a comprehensive estate plan. For more information, click on the image....

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04

Minimizing Tax Planning

Related Videos: Nos 07

Why a tax refund is no reason to celebrate.jpg

Why a tax refund is no reason to celebrate.jpg

Put your hard-earned money back in your pocket. For more information, click on the image....

RRSPTFSARESP.jpg

Determining which savings plan is best depends on your personal situation and your objectives. For more information, click on the image....

So you want to be a millionaire Video.jpg

So you want to be a millionaire Video.jpg

And discover the benefits of an all-in-one account. For more information, click on the image....

Why a tax refund is no reason to celebrate.jpg

Why a tax refund is no reason to celebrate.jpg

Put your hard-earned money back in your pocket. For more information, click on the image....

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Related Articles Nos 26

Common TFSA mistakes.jpg

Common TFSA mistakes.jpg

Things you might not know about Tax-Free Savings Accounts, but should. For more information, click on the image....

Decisions decisions Article.jpg

Decisions decisions Article.jpg

Do you have a TFSA account? This article describes how to make the most of your TFSA dollars. For more information, click on the image....

Eligible medical expenses Article

Eligible medical expenses Article

What's on the list may surprise you. For more information, click on the image....

Common TFSA mistakes.jpg

Common TFSA mistakes.jpg

Things you might not know about Tax-Free Savings Accounts, but should. For more information, click on the image....

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05

Managing Debt Planning

Related Videos: Nos 06

Related Articles Nos 25

Is it time to take the training

Is it time to take the training

And discover the benefits of an all-in-one account. For more information, click on the image....

pennies and dollors

pennies and dollors

Manage day-to-day finances well and debt should take care of itself For more information, click on the image....

So, you want to be a millionaire ?

So, you want to be a millionaire ?

Look to long-term investing, not luck! For more information, click on the image....

Is it time to take the training

Is it time to take the training

And discover the benefits of an all-in-one account. For more information, click on the image....

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Knock on wood.jpg

Knock on wood.jpg

Dealing with financial surprises in retirement Open a printable version. For more information, click on the image....

Debt control to do list.jpg

Debt control to do list.jpg

Quick tips that can help you get out of debt faster. For more information, click on the image....

Solut!ons Winter 2013 edition.jpg

Solut!ons Winter 2013 edition.jpg

The winter 2012/2013 edition features: Take charge of your debt, Forget about the headlines and focus on the fundamentals and Proven strategies to improve your finances. For more information, click on the image....

Knock on wood.jpg

Knock on wood.jpg

Dealing with financial surprises in retirement Open a printable version. For more information, click on the image....

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06

Planning for Business Owner

Related Videos: Nos 1

Related Articles Nos 06

Balancing act Video.jpg

Balancing act Video.jpg

Addressing the unique needs of small business owners. For more information, click on the image....

Balancing act Video.jpg

Balancing act Video.jpg

Addressing the unique needs of small business owners. For more information, click on the image....

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Minding your own business.jpg

Minding your own business.jpg

Segregated funds as a risk management tool. For more information, click on the image....

Protect your people and your business.jpg

Protect your people and your business.jpg

Group benefits can help achieve many personal and professional. For more information, click on the image....

Benefits for small business Where to begin and when.jpg

Benefits for small business Where to begin and when.jpg

The ability to attract and retain quality, dependable staff is a challenge every small business faces. Investing in your employees by offering a health benefit plan and a retirement plan can help you tackle this challenge. For more information, click on the image....

Minding your own business.jpg

Minding your own business.jpg

Segregated funds as a risk management tool. For more information, click on the image....

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07

Evereyday Living

Related Videos: Nos 07

Related Articles Nos 42

Is it time to take the training

Is it time to take the training

And discover the benefits of an all-in-one account. For more information, click on the image....

take charge of your debt.

take charge of your debt.

Getting finances back on track after a job loss. For more information, click on the image....

So, you want to be a millionaire ?

So, you want to be a millionaire ?

Look to long-term investing, not luck! For more information, click on the image....

Is it time to take the training

Is it time to take the training

And discover the benefits of an all-in-one account. For more information, click on the image....

1/7

The lure of the south.jpg

The lure of the south.jpg

Looking to buy a properly abroad? Every year, many Canadians buy U.S. real estate and take U.S. vacations. This year, will you be one of them? For more information, click on the image....

Social Media.jpg

Social Media.jpg

Join the conversation. For more information, click on the image....

The gender divide.jpg

The gender divide.jpg

Exploring the unique challenges facing women investors. For more information, click on the image....

The lure of the south.jpg

The lure of the south.jpg

Looking to buy a properly abroad? Every year, many Canadians buy U.S. real estate and take U.S. vacations. This year, will you be one of them? For more information, click on the image....

1/42

08

Downsizing

Related Articles Nos 02

Take the budget challenge.jpg

Take the budget challenge.jpg

Personal budget worksheet. For more information, click on the image....

Retirement preplanning to-do list.jpg

Retirement preplanning to-do list.jpg

Tips and resources to help you prepare for planning your retirement. For more information, click on the image....

Take the budget challenge.jpg

Take the budget challenge.jpg

Personal budget worksheet. For more information, click on the image....

1/2

09

Living as a Couple

Related Videos: Nos 01

Where there's a willvideo.jpg

Where there's a willvideo.jpg

Understanding the importance of a comprehensive estate plan. For more information, click on the image....

Where there's a willvideo.jpg

Where there's a willvideo.jpg

Understanding the importance of a comprehensive estate plan. For more information, click on the image....

1/1

Related Articles Nos 08

Income splitting checklist.jpg

Income splitting checklist.jpg

Strategies that can help. For more information, click on the image....

Understanding your partner's money personality.jpg

Understanding your partner's money personality.jpg

Compromise is the key. For more information, click on the image....

Solut!ons - Spring 2013 edition.jpg

Solut!ons - Spring 2013 edition.jpg

The spring 2013 edition features: Building a foundation for financial success, Baby steps and The rising cost of education. For more information, click on the image....

Income splitting checklist.jpg

Income splitting checklist.jpg

Strategies that can help. For more information, click on the image....

1/8

10

Living as a Single

Related Videos: Nos 01

Where there's a willvideo.jpg

Where there's a willvideo.jpg

Understanding the importance of a comprehensive estate plan. For more information, click on the image....

Where there's a willvideo.jpg

Where there's a willvideo.jpg

Understanding the importance of a comprehensive estate plan. For more information, click on the image....

1/1

Related Articles Nos 10

Dealing with divorce.jpg

Dealing with divorce.jpg

Educate yourself about personal finances to avoid financial surprises down the road. For more information, click on the image....

Insure for the unexpected.jpg

Insure for the unexpected.jpg

The future you build today is the future you’ll enjoy tomorrow. For more information, click on the image....

Take the budget challenge.jpg

Take the budget challenge.jpg

Personal budget worksheet. For more information, click on the image....

Dealing with divorce.jpg

Dealing with divorce.jpg

Educate yourself about personal finances to avoid financial surprises down the road. For more information, click on the image....

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11

Losing a Job

Related Videos: Nos 01

Related Articles Nos 06

take charge of your debt.jpg

take charge of your debt.jpg

Getting finances back on track after a job loss. For more information, click on the image....

take charge of your debt.jpg

take charge of your debt.jpg

Getting finances back on track after a job loss. For more information, click on the image....

1/1

Retirement preplanning to-do list.jpg

Retirement preplanning to-do list.jpg

Tips and resources to help you prepare for planning your retirement. For more information, click on the image....

The pension decision.jpg

The pension decision.jpg

Maximize your benefit entitlement when you leave a job. For more information, click on the image....

RESP not just for Kid.jpg

RESP not just for Kid.jpg

RESPs are a smart investment for individuals who are planning on going back to school, or can even be used as an income splitting tool. For more information, click on the image....

Retirement preplanning to-do list.jpg

Retirement preplanning to-do list.jpg

Tips and resources to help you prepare for planning your retirement. For more information, click on the image....

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12

Protecting your family

Related Videos: Nos 04

Related Articles Nos 24

One Payecheque away.

One Payecheque away.

The benefits of a bundled insurance solution For more information, click on the image....

Proven Strategies.

Proven Strategies.

The future you build today is the future you will enjoy tomorrow For more information, click on the image....

Where there's a willvideo.jpg

Where there's a willvideo.jpg

Understanding the importance of a comprehensive estate plan. For more information, click on the image....

One Payecheque away.

One Payecheque away.

The benefits of a bundled insurance solution For more information, click on the image....

1/4

Protect more than just your mortgage.jpg

Protect more than just your mortgage.jpg

Mortgage insurance vs. Term insurance. For more information, click on the image....

Solut!ons Winter.jpg

Solut!ons Winter.jpg

The winter 2014 edition features: Beyond the piggy bank, Unexpectedly single, and Gain access to the world's largest market. For more information, click on the image....

Protect your retirement plans.jpg

Protect your retirement plans.jpg

Getting sick isn’t something most of us think much about, but long-term illness happens. And when it does it can impact your retirement savings. With critical illness insurance you can be ready if the unexpected happens. For more information, click on the image....

Protect more than just your mortgage.jpg

Protect more than just your mortgage.jpg

Mortgage insurance vs. Term insurance. For more information, click on the image....

1/24

13

Raising Children

Related Videos: Nos 06

Related Articles Nos 15

RRSPTFSARESP

Determining which savings plan is best depends on your personal situation and your objectives. For more information, click on the image....

One Payecheque away.

One Payecheque away.

The benefits of a bundled insurance solution For more information, click on the image....

Beyond the piggy bank.

Beyond the piggy bank.

As children grow and take on more responsibility in their teenage and post-secondary years, the financial challenges they face can be more daunting. The choices they make and skills they build now can be the foundation for their future financial success. For more information, click on the image....

RRSPTFSARESP

Determining which savings plan is best depends on your personal situation and your objectives. For more information, click on the image....

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14

Saving for a Large Purchase

Beyond the piggy bank Article.jpg

Beyond the piggy bank Article.jpg

As children grow and take on more responsibility in their teenage and post-secondary years, the financial challenges they face can be more daunting. The choices they make and skills they build now can be the foundation for their future financial success For more information, click on the image....

Teaching children about money.jpg

Teaching children about money.jpg

Financial literacy may be as important as knowing how to read and write. For more information, click on the image....

Thinking of investing in a cottage.jpg

Thinking of investing in a cottage.jpg

Renting vs. buying tips to think about before you make the investment For more information, click on the image....

Beyond the piggy bank Article.jpg

Beyond the piggy bank Article.jpg

As children grow and take on more responsibility in their teenage and post-secondary years, the financial challenges they face can be more daunting. The choices they make and skills they build now can be the foundation for their future financial success For more information, click on the image....

1/15

Related Articles Nos 18

Related Videos: Nos 05

pennies and dollors.

pennies and dollors.

Manage day-to-day finances well and debt should take care of itself. For more information, click on the image....

Is it time to take the training

Is it time to take the training

And discover the benefits of an all-in-one account. For more information, click on the image....

So you want to be a millionaire Video.jpg

So you want to be a millionaire Video.jpg

Look to long-term investing, not luck. For more information, click on the image....

pennies and dollors.

pennies and dollors.

Manage day-to-day finances well and debt should take care of itself. For more information, click on the image....

1/5

show me money.jpg

show me money.jpg

A budget can help you find money you didn't even know you had. For more information, click on the image....

Making dreams come true.jpg

Making dreams come true.jpg

A little saving today can go a long way in making your dreams a reality. For more information, click on the image....

Reduce debt and manage what’s left efficiently.jpg

Reduce debt and manage what’s left efficiently.jpg

Practical steps to get out of debt more quickly. For more information, click on the image....

show me money.jpg

show me money.jpg

A budget can help you find money you didn't even know you had. For more information, click on the image....

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