Each year, this infographic captures a visual snapshot of what is important for personal financial planning in Canada’s Federal Budget.
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Tax Time
To help lessen your 2020 tax bill, make sure you are claiming all the deductions and credits you are allowed.
Where will you be Financially at Retirement?
Depending on what age you start to save, the magic of compounding can make a significant impact.
10 Ways to Grow Your RRSP
This infographic offers ten strategies to make your RRSP grow and increase your capital for retirement.
COVID-19 in Canada
On March 25, 2020, the Canadian government announced a set of economic measures to support Canadians and stabilize the economy during this challenging period.
Money Facts 2019
There are a number of Money Facts to keep track of. Use this as a reference for important conversations with clients.
Money Dates 2019
There are a number of Money Dates during the year when returns where payments and benefits are due.
Six Step Financial Planning Process
Your personal financial plan should involve the six steps outlined in the following infographic.
What Your Investment Fees Pay For
It is important to understand the costs associated with investing and the value investors are getting in return.
Preparing a Net Worth Statement
Your Net Worth statement is a reference point on your financial road map.
Navigating Life’s Events – Will You Be Ready?
This infographic incorporates the elements of the financial planning process to encourage a holistic approach to planning for one’s future.
How Will The New Tax Rates Affect You?
Learn how the new federal marginal tax rates for 2016 affect you with this infographic and calculator.