Resources
Here are some resources we hope you'll find useful. Although some of these resources are a good source of information, please feel free to contact one of our advisors for professional advice and to obtain a quote.
Insurance
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A five step process to the right insurance
This process, Insure Right from Manulife, will help you make the right decisions about your insurance needs and how it fits in your overall financial plan. It includes a calculator to help you determine how much insurance you need. -
Understanding critical illness insurance
A good introduction to the topic. -
How much disability insurance will you need?
Use this calculator from RBC Insurance for a quick estimate.
Retirement & Estate Planning
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Retirement planning: questions to ask yourself
Answering these questions will help you simplify the important and big task of planning for retirement. -
My Financial Plan
What information you need for a financial plan, what does it look like and how to develop your own. -
Canadian Retirement Income Calculator
This calculator takes you step by step through an estimate of the ongoing income you may receive throughout your retirement. -
RRSP tips
Tips to help you make the most of your RRSP.
Managing your Finances
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Financial check-up
Are your finances on track? Take the quiz - Making a budget and sticking to it
Useful tips on how to budget