Video Tutorials

Understanding MERs – Video

Discover Management Expense Ratio.

Previewing a Plan – Tutorial

Previewing a plan in Planning Toolkit.

Getting Started – Video

Getting started in Concept Toolkit.

Starting a Plan – Tutorial

Starting a plan in Planning Toolkit.

Portfolio Holding Periods – Tutorial

Portfolio Holding Periods video.

Order Infographics

Order your personalized infographics today.

Budget 2019

Each year, this infographic captures a visual snapshot of what is important for personal financial planning in Canada’s Budget.

Tax Time

Each year in March we provide an updated Tax Tips infographic. With CRA data, we collect income tax tips to help individuals save money and think about tax planning with their advisor.