You First

Client Centre

List of Infokits

*Required.

*First Name:
*Last Name:
*Email:
Phone #:

Financial Planning

	Budgeting and managing your credit
	Better Manage your Credit
	10 Best Financial New Years Resolutions
	Top 10 Questions to ask a Financial Planner
	Six Steps to Financial Planning
	Buying Vs Leasing a Car

Investment Planning

	MERs - Management Expense Ratios
	Segregated funds for business owners or for Estate Planning or for guaranteed investments with growth potential
	Alternative Low Risks Investments
	Short-term Savings Accounts
	Income Trusts
	FullPay Deposit Notes
	RRSP Catch up Loan

Homes & Mortgages

	Buying a home
	Mortgage
	Home Equity Line of Credit
	Affordable Housing
	Buying a Home - CMHC programs

Business Planning

Starting a small business

Tax Planning

	Effectively plan for a lay off, severance package and retirement allowance
	Interest Deductibility
	Leaving Canada

Insurance

	Tax-exempt Life Insurance
	Disability Insurance - Insuring your most important asset: your earnings
	Critical Illness Insurance
	Life Insurance

Estate Planning

	Wills and Estate Planning
	When someone passes away
	Dying without a Will

Group Benefits

Individual Health & Dental Plan

Retirement Planning

Should you take CPP at 60 or 65?

RESP

Saving for childrens or grandchildrens education

*Are you human?

This box is pink

Please help us defeat spam robots by entering in the word for the colour of the box you see here (e.g. if the box is blue, type in the word blue).