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Resources

Resources

To provide answers to frequently asked questions about money, and other life issues, we have assembled a large quantity of online resources. You can either browse the topics below or use our Search Tool above to find articles pertaining to almost any type of financial situation.

If you need additional assistance, please don't hesitate to send us an email or call our office.

Investment Planning

5 Strategies for Difficult Markets

Dollar Cost Averaging

How to weather stormy markets...stay invested

I don't want to invest my money now because...

Careers, Education Planning

Can Learn

Financial priority planner

Life Long Learning Plan

Education Savings for Your Child

Education Planning and Student Aid

RESP Savings Calculator

Student Loans, Grants and Scholarships

Continuing Education - Lifelong Learning

Tax Planning

Home Buyers Plan

TaxTips.ca

Registered Disability Savings Plans (RDSPs)

Aging and Taxation

Canada Revenue Agency

CRA Netfile

Tax Calculators & Rates

Tax Tips (CRA)

Retirement Planning

Retiring Soon? You Can Do It !

Registered Retirement Savings Plans

Registered Retirement Income Funds

Lifelong Learning Plan

Pension Income Splitting

Estate Planning

Estate planning, wills and dealing with death

Caring for your aging parents

Joint accounts

Understanding Your Insurance Needs

Charitable Planned Giving


Hot Topics

Hot Topics

  • Estate Planning
  • Travel Insurance
  • Retirement Planning
  • Eldercare
  • Wills

Categories

investment planning rrsp retirement planning insurance planning financial strategy investment tax planning debt management retirement saving strategies insurance financial planning investments eldercare estate planning business planning financial strategies life insurance tfsa education planning
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Dealer

Mutual funds are offered through Portfolio Strategies Corporation. Other products and services are provided through Kinsey Financial.
We serve individuals, families and businesses in Edmonton and the surrounding areas.

Our primary goal is to help each client meet their unique financial goals by focusing on six key areas of needs analysis:

  • Financial Planning Services
  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Portfolio Analysis
  • Insurance Analysis

We are never satisfied until you are.

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