Helpful Tools

Government Pension Benefits

• General CPP Information
• How to apply CPP
• OAS Information and how to Apply
• Service Canada 1-800-622-6232

Asset Inventory Record Keeper

Take the time to document the important information in your life. Not only is this a convenient way to keep a better handle on your personal and financial information, it also becomes an invaluable tool for your loved ones should anything happen to you.
Download it here.

Why You Need A Will

Did you know : without a Will, your entire estate will not necessarily pass to your spouse. The estate will be distrbuted in accordance with the "laws of intestate succession". Just one of the many reasons why you need a Will. CLICK HERE to read more..

Government Programs

• Registered Education Savings Plan
• Home Buyers Plan
• Life Long Learning Plan
• Registered Disability Savings Plan

Will Planning Checklist

There are many decisions you will have to make when you draft a Will. If not thoroughly considered, some of these decisions can have unintended consequences.

Here is a checklist of some of the issues that should be discussed before you make your Will.