Wealth Management Resource Library

Call Our Team (519) 291-4803

Market Volatility

How Interest Rates Work

Bear Market Vs. Bull Market: How Can You Tell What We’re In?

Student Literacy Library

Handy Student Financial Planning & Budgeting Worksheet
Why Create a Budget?
Understanding Scholarships, Bursaries & Grants
What is OSAP (Ontario Student Assistance Program)?
What is SLOC (Student Line of Credit)?
Average Cost of University
Average Cost of College

TriCert Investment Counsel Resources

TriCert Investment Counsel InFocus Insights

TriCert Pooled Investment Funds

Financial Planning Concepts

Saving

RRSP Basics
Managing Debt
Getting Started with Investing
Comparing RRSP vs TFSA vs RESP
Cash Flow Tips for Younger People
Spousal RRSPs
Tax Free Savings Account
What is a RESP (Registered Educational Savings Plan)?
Individual Pension Plan
A Rising Interest Rate Environment

Retirement/Estate Planning

Melting Down Your RRSP
Understanding the RRIF
What Happens If You Die Without a Will?
When to Review Your Will
What is a Power of Attorney?
Secondary (Dual) Wills
Retirement Income – Personal & Corporate
Retirement Income – CPP & OAS Benefits
Retirement Compensation Agreement
EstateKeeper Brochure

Protection Planning

What is Life Insurance & Why is it Necessary?
Disability Income Insurance
What are the Different Types of Life Insurance in Canada?

Buying a House

RRSP: Home Buyers’ Plan
Qualifying for a Mortgage
Mortgage Life Insurance vs Personal Life Insurance
5 Programs & Incentives for First Time Home Buyers

FARM SUCCESSION:
PLANNING BEYOND TODAY

Join us for an informative session on planning for the future of your farm!

July 22nd – New Tecumseth Recreation Centre

August 19th –

Flesherton Kinplex Hall

(519) 291-3040

[email protected]

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