Savings Growth Calculator
Savings Growth calculator compares different savings scenarios to discover the future value of investment.
Cost of Waiting to Invest
Use this calculator to see the cost of waiting to invest.
RRSP Tax Savings Calculator
Use this calculator to estimate the tax savings on your RRSP contribution.
Tips to a Better Vacation Voicemail Mess...
Summer is here and that means holidays. While you are out of the office, make sure to leave a good voicemail.
Serving Entrepreneur Clients
While most professional clients want to meet with their financial advisor through structured meetings a few times per year, entrepreneurs often face impromptu business opportunities and have different needs.
Essentials Offer Infographic
The OMA Insurance looked to design an infographic for new physicians who are completing their residency.
EU-Genie Infographic Poster
This infographic poster to illustrates the usability and acceptability of Eugenie program.
Millennials and Key Tax Issues
Millennials say they are least confident in their understanding of how specific types of investment income are taxed.
Event Infographic
The clients wanted to develop an infographic to accompany an upcoming event about principal secured mortgages and alzheimers.
Prospecting Doctors
Research the highest-earning professions in major cities and you’ll see doctors near the top of the list. They’re a great target market, but how can you get close to them?
Setting up Company Pages on LinkedIn
Though many advisors are comfortable with the ins and outs of using LinkedIn via their personal page, few are using one of the strongest features of the social network: company pages.
Canadian Retirement Infographic
This info graphic will help you speak with their clients about the changes in Canada’s Old Age Security system announced in the 2012 federal budget.