wealth management resource library




Below are links to useful articles and communications. 


Market Communications from the Independent Accountants' Investment Counsel Inc.

The Risk of Missing the Market's Upward Spikes - rls date 05082020


Useful Articles

Secondary (Dual) Wills

Retirement Income - Personal & Corporate

Retirement Income - CPP & OAS Benefits

Tax Free Savings Account

Individual Pension Plan

Retirement Compensation Agreement

Registered Disability Savings Plan (RDSP)

What happens if you die without a Will?

Risky Business

Common vs. Preferred Shares

The Benefits of a Written Financial Plan


Student Literacy Library

Handy Student Financial Planning & Budgeting Worksheet

What is a RESP (Registered Educational Savings Plan)?

Why Create a Budget?

Understanding Scholarships, Bursaries & Grants

What is SLOC (Student Line of Credit)?

Average Cost of University

Average Cost of College

Insurance Pensions Benefits Resource Library

Donating Life Insurance Policies


DIDN'T FIND WHAT YOU WERE LOOKING FOR? CONTACT US TODAY!