Resources

The Kennedy Wealth Management Group offers our clients a multitude of resources online as a way to round out our service strategy. As a client, you gain access to the following tools and strategies that will help to expand your knowledge and understanding of the markets and our wealth management process.


Guest Resources

Business Owner's Guide to Wealth Management - Click here
Tax Free Savings Account Brochure - Click here


Client Resources

Critical Questions for Business Owners

Eight critical questions every small business owner should answer

 
Financial Planning

Financial Planning Quick Tips
Handy Financial Planning Facts
Financial To-Dos  

 

Tax Planning

Charitable Giving

 

RSP Quick Tips

Taking Positive Action - New Opportunities for Reducing taxes

 

Retirement Planning

Strategies to build your wealth
Pre-Retirement Decisions With Your Company Pension Plan

 

Insurance Planning

Being Prepared for a Critical illness
Managing your Family's wealth - Three Ways Insurance Can Help