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Knowledgebase- Wealth Preservers (60's +)

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01

Retirement Planning

Related Videos: 11 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....

Life after work video.jpg

Life after work video.jpg

Turning savings into retirement income. 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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02

Financial Planning

Related Videos: 20 Nos

Investing in Style.

Investing in Style.

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

Managing risk in volatile markets video.jpg

Managing risk in volatile markets video.jpg

How mutual fund managers "manage" investment risk. For more information, click on the image....

Reduce debt or build savingsVideo.jpg

Reduce debt or build savingsVideo.jpg

Effective retirement planning involves looking at both sides of your household balance sheet 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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03

Estate Planning

Related Videos: Nos 03

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....

When you’re the surviving partner video.jpg

When you’re the surviving partner video.jpg

Financial steps to be aware of For more information, click on the image....

Common wealth transfer mistakes video.jpg

Common wealth transfer mistakes video.jpg

The importance of planning for a wealth transfer. 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....

1/3

04

Minimizing Tax Planning

Related Videos: Nos 11

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....

Common wealth transfer mistakes video.jpg

Common wealth transfer mistakes video.jpg

The importance of planning for a wealth transfer 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....

1/11

05

Managing Debt Planning

Related Videos: Nos 06

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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06

Planning for Business Owner

Related Videos: Nos 1

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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07

Evereyday Living

Related Videos: Nos 06

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....

Proven Strategies.

Proven Strategies.

The future you build today is the future you will enjoy tomorrow 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....

1/6

08

Downsizing

Wealth Builders (50's)

Related Articles: 39 Nos

Retirement income to do list.jpg

Retirement income to do list.jpg

Do you see retirement in your near future? You should look at this retirement income to-do list! For more information, click on the Image....

Protecting your nest egg - after you're gone.jpg

Protecting your nest egg - after you're gone.jpg

What are the options? For more information, click on the Image....

Ask the right questions - get the right answers.jpg

Ask the right questions - get the right answers.jpg

Pr-retirement investment planning can help you prepare for life after wor. For more information, click on the image...

Retirement income to do list.jpg

Retirement income to do list.jpg

Do you see retirement in your near future? You should look at this retirement income to-do list! For more information, click on the Image....

1/40

Related Articles 53 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....

Reduce debt or build savings.jpg

Reduce debt or build savings.jpg

Effective retirement planning involves looking at both sides of your household balance sheet. 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....

1/58

Related Articles Nos 16

Death and taxes.jpg

Death and taxes.jpg

Plan ahead to minimize taxes on death. For more information, click on the image....

Keeping your cottage in the family.jpg

Keeping your cottage in the family.jpg

Smart strategies for managing cottage capital gains. 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....

Death and taxes.jpg

Death and taxes.jpg

Plan ahead to minimize taxes on death. For more information, click on the image....

1/16

Related Articles Nos 31

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....

Free yourself from the fears of estate planning.jpg

Free yourself from the fears of estate planning.jpg

Strategies to help you plan with confidence. 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....

1/31

Related Articles Nos 18

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....

Pennies and dollars with a new twist.jpg

Pennies and dollars with a new twist.jpg

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

He talks debt.She talks debt Article.jpg

He talks debt.She talks debt Article.jpg

Communicating with your partner about your money. 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....

1/11

Related Articles Nos 08

Minding your own business.jpg

Minding your own business.jpg

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

Looking for guarantees.jpg

Looking for guarantees.jpg

An overview of products offering guarantees for volatile times. 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....

1/8

Related Articles Nos 28

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....

Retire to something – not from something.jpg

Retire to something – not from something.jpg

Take an active approach to your retirement years. 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....

1/28

Related Articles Nos 03

Take the budget challenge.jpg

Take the budget challenge.jpg

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

Retiring or travelling abroad checklist.jpg

Retiring or travelling abroad checklist.jpg

Points to consider before leaving home For more information, click on the image...

From saving to spending.jpg

From saving to spending.jpg

Many people find the transition from accumulating investment savings to spending them a bit difficult, if not alarming. 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....

1/3

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

10

Living as a Single

Related Videos: Nos 03

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....

When you’re the surviving partner video.jpg

When you’re the surviving partner video.jpg

Financial steps to be aware of For more information, click on the image....

Unexpectedly single video.jpg

Unexpectedly single video.jpg

Life changing events – expected and unexpected - are sure signs it’s time to sit down with your adviser for a review of your financial situation. Read this case study with some insightful tips on steps to take if life takes an expected or unexpected turn. 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....

1/3

11

Losing a Job

Related Articles Nos 05

Where there's a will.jpg

Where there's a will.jpg

Understanding the importance of a comprehensive estate plan. 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....

Lower your family's tax bill.jpg

Lower your family's tax bill.jpg

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

Where there's a will.jpg

Where there's a will.jpg

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

1/5

Related Articles Nos 06

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....

When you’re the surviving partner.jpg

When you’re the surviving partner.jpg

Financial steps to be aware of 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....

1/6

Related Articles Nos 02

Take the budget challenge.jpg

Take the budget challenge.jpg

Personal budget worksheet. 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....

Take the budget challenge.jpg

Take the budget challenge.jpg

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

1/2

12

Protecting your family

Related Videos: Nos 07

Related Articles Nos 22

One Payecheque away.

One Payecheque away.

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

When you’re the surviving partner video.jpg

When you’re the surviving partner video.jpg

Financial steps to be aware of 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....

1/7

Unexpectedly single.jpg

Unexpectedly single.jpg

Life changing events – expected and unexpected - are sure signs it’s time to sit down with your advisor for a review of your financial situation. Read this case study with some insightful tips on steps to take if life takes an expected or unexpected turn. For more information, click on the image....

How trusts work.jpg

How trusts work.jpg

What is a trust and how can it work for me? For more information, click on the image....

Common wealth transfer mistakes.jpg

Common wealth transfer mistakes.jpg

The importance of planning for a wealth transfer For more information, click on the image....

Unexpectedly single.jpg

Unexpectedly single.jpg

Life changing events – expected and unexpected - are sure signs it’s time to sit down with your advisor for a review of your financial situation. Read this case study with some insightful tips on steps to take if life takes an expected or unexpected turn. For more information, click on the image....

1/22

13

Raising Children

Related Videos: Nos 03

Related Articles Nos 04

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....

1/3

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....

Take the budget challenge.jpg

Take the budget challenge.jpg

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

One paycheque away.jpg

One paycheque away.jpg

The benefits of a bundled insurance solution. 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....

1/4

14

Saving for a Large Purchase

Related Videos: Nos 03

Related Articles Nos 11

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....

1/3

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....

Plan to be debt-free.jpg

Plan to be debt-free.jpg

Strategies for getting out of debt. For more information, click on the image....

Is it tme to take training wheel.jpg

Is it tme to take training wheel.jpg

And discover the benefits of an all-in-one account 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....

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