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INVESTOR RESOURCE CENTRE

Empowering investors with knowledge and tools for financial success.

Retirement

TFSA vs RRSP vs Both. What's Best for Me?
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What is Sequence of Returns Risk?
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The ABCs of Spousal RRSPs
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Making Your Retirement Easy Breezy with RRIFs and LIFs
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Plan Ahead for Your RRIF: How Will You Withdraw Funds?
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How Much Do You Need to Retire?
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Seniors: Don't Overlook the Value of the TFSA
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What is an RRSP and How Does it Work?
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Insurance

You Have More Insurance Options Than You Think
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Protecting Your Retirement with Critical Illness Insurance
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Needs Based Planning: It’s All About You!
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The Best of Both Worlds: Term and Perm Insurance
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Life Insurance for Financial Protection
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What to Expect When you Apply for Insurance
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Critical Illness Insurance – Financial Protection Or Your Money Back!
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Real Answers to Tough Questions
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What to Consider When Purchasing Corporate Insurance
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Five Common Misconceptions When Purchasing Life Insurance
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Things to Consider When Renewing Your Term Insurance Plan
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Stress Less About Your Future with Life Insurance
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Avoid Underwriting Surprises!
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Life vs. Living Benefits: Consider the Differences
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Insurance for Your Whole Life
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Choosing Insurance that Grows with You
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Insurance as a Tax-Planning Strategy for High-Income Earners
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Whole Life Insurance as Part of a Balanced Portfolio
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Life Insurance and Your Estate: A Primer
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The Insured Annuity: Part of a Larger Diversified Plan
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Critical Illness Insurance: Lessening the Cost
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Insurance Strategies for High-Net-Worth Individuals
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Mortgage Insurance or Life Insurance: Which is Better?
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Is Joint Insurance Coverage Right for You and Your Spouse?
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Business Planning

Is an Estate Freeze Something I Should Consider for My Business
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Is Your Family Business Gaining from the Capital Gains Exemption?
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If Your Business Value Declines, There are Steps You Can Take Today to Reduce Taxes Later
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Business Owners: What's Your Succession Plan
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5 Common Mistakes to Avoid When Drafting a Shareholders' Agreement
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What's in Your Capital Dividend Account?
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Investment Insights

The ABCs of Investing in Under 5 minutes...
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It's Not Just About The Fees
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The Best of Both Worlds: Segregated Funds in a Volatile Market
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The Power of Compound Interest
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Do You Have These Seven Habits of Highly Effective Investors
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Protecting Your Investments
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Inflation, Interest Rates and Your Investments
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Wealth Insights

Alternative Minimum Tax Changes – What You Need to Know
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Your 101 on How Canadians are Taxed
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Fall in Love with these Income Splitting Tips for you and your Spouse
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The Value of Good Advice
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Planning for a Lifetime of Adventure
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Love and Money
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Cutting Through the Noise
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The Enduring Human Spirit
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Getting the Most from Your RESP
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Evolving Dynamics in Planning for Sound Financial Futures
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Estate Planning

Learning From Experience: Bett’s Story
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Beneficiary Designations – Making Sure Your Money Goes Where You Want
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An Executor Checklist - A Few Things to Consider
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Sharing Your Wealth with the Next Generation
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Death, Taxes, and Probate Fees
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Learning From Experience: Bernard's Story
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The Estate Wedge - Your Peace of Mind Option
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Skyrocketing Real Estate Prices: What's Your Cottage Succession Plan?
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Estate Planning: Preparing for a Wealth Transfer?
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Beneficiary Designations and the Importance of Transparency
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Protecting Your Estate
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