Wealth Management Topics

Helpful Checklists:

Estate Planning checklist

Handy checklists & facts

Financial Planning Checklist for Seniors

Will and Estate Planning:

Creating your legacy

When Should You Review Your Will or Estate Plan

1. Why to get professional Estate advice
2. Picking your executor wisely
3. Get an up-to-date will

Retirement Savings Plans:

RRSP Strategies at age 71

Unlocking Your LIF

RRIF Minimums Table

Estate Planning for RRSP/RRIF