Skip to main content
  • Home
  • About Us
  • Life Stages
  • What We Do
  • Resources
    • Calculators
    • Financial Library
    • Life Planning
    • Gov't Site and Forms
  • E-newsletter
  • Contact Us

Search form

  • Contact Us
  • Portfolio Access
  • COV19 Resources
  • Review Us On Google!
  • facebook
  • twitter
  • linkedin
  • youtube
  • Google
  • instagram
  • Contact Us
  • Portfolio Access
  • COV19 Resources
  • Review Us On Google!
Home

Search form

  • About Us
    • Our Team
    • About iA Private Wealth & Industrial Alliance
    • Ways In Which We Give
  • Life Stages
    • How We Help
      • Protecting your family
      • Your investments
      • Your Retirement
      • Income Taxes
      • Your Child's Education
      • Your Legacy
      • Running a Business
    • Starting Out
    • Young Family
    • Established Family
    • Retiree
    • Single
  • What We Do
    • Discretionary Wealth Management
    • Education Planning
    • Estate Planning
    • Financial Planning
    • Insurance Planning
    • Investment Planning
    • Retirement Planning
    • Tax Planning
  • Resources
    • Newsletters
    • COV19 Resources
    • Calculators
    • Financial Library
    • Gov't Site and Forms
    • Life Planning
    • Weekly Economics Insights
    • Portfolio Access
  • Contact

Resources

To provide answers to frequently asked questions about money, and other life issues, we have assembled a large quantity of online resources. You can either browse the topics below or use our Search Tool above to find articles pertaining to almost any type of financial situation.

If you need additional assistance, please don't hesitate to send us an email or call our office.

Investment Planning

5 Strategies for Difficult Markets
Dollar Cost Averaging
How to weather stormy markets...stay invested
I don't want to invest my money now because...

Careers, Education Planning

Can Learn
Financial priority planner
Life Long Learning Plan
Education Savings for Your Child
Education Planning and Student Aid
RESP Savings Calculator
Student Loans, Grants and Scholarships
Continuing Education - Lifelong Learning

Tax Planning

Home Buyers Plan
TaxTips.ca
Registered Disability Savings Plans (RDSPs)
Aging and Taxation
Canada Revenue Agency
CRA Netfile
Tax Calculators & Rates
Tax Tips (CRA)

Retirement Planning

Retiring Soon? You Can Do It !
Registered Retirement Savings Plans
Registered Retirement Income Funds
Lifelong Learning Plan
Pension Income Splitting

Estate Planning

Estate planning, wills and dealing with death
Caring for your aging parents
Joint accounts
Understanding Your Insurance Needs
Charitable Planned Giving


Hot Topics

Hot Topics

  • Estate Planning
  • Travel Insurance
  • Retirement Planning
  • Eldercare
  • Wills

Categories

tax planning financial strategy tfsa financial strategies life insurance investment planning saving strategies retirement planning estate planning investments investment business planning debt management mortgage insurance retirement rrsp eldercare insurance planning financial planning
More
Home Resources

Subscribe to our Newsletter

* indicates required



I wish to continue to receive emails

Free Consultation

Book a Free Consultation
Click to Book a Free Consultation
  • About Us
  • Life Stages
  • What We Do
  • Resources
    • Newsletters
    • COV19 Resources
    • Calculators
    • Financial Library
    • Gov't Site and Forms
    • Life Planning
    • Weekly Economics Insights
    • Portfolio Access
  • Contact

Disclaimers  -  Privacy Policy

IIROC
 
Know Your Advisor
© Copyright 2023 AdvisorNet. All rights Reserved.
CIFP