emploi

Investment

  • Term investments 
  • Guaranteed investment funds 
  • Mutual funds
  • RRSP and TFSA 
  • Borrow to invest

 

couple

Couples

  • Budgets
  • Income Protection
  • Income splitting
  • Life insurance

 

immobilier

Home Purchase

  • Home Buyers' Plan
  • Mortgage insurance

 

 

famille

Family

  • Life insurance  
  • Critical illness insurance
  • Health insurance and income protection 
  • Disability insurance

 

enfants

Children

  • RRSP
  • TFSA
  • Debt management 
  • Ensuring insurability with life and health insurance

préretraite

Retirement Planning

  • Retirement income planning
  • Income splitting
  • RRSP, TFSA, RRIF 
  • Long-term care insurance

Retraite

Retirement

  • Retirement needs assessment
  • RRIF
  • Life income fund (LIF)
  • Locked-in retirement income fund (LRIF)
  • Annuities

succession

Estate

  • Estate planning 
  • Death-related expenses
  • Inheritance