Useful Articles & Worksheets

Do I need help with my Financial Planning? — A one minute quiz towards the next step of securing your financial future.

Focus on Your Finances: A financial planning tool kit for Canadians aged 15-25 — This resource will take you through the basics of developing and implementing a financial plan. It will explain why financial planning is relevant to you now and how to make your money really work for you.

Plan Your Path: Financial planning activity guide for youth leaders — Created to help youth leaders introduce some basic financial planning concepts, Plan Your Path encourages young Canadians to learn about the importance of financial planning in their lives today and tomorrow, and to adopt skills that can help them achieve their goals.

Mistakes & Misconceptions — You are the focus of the financial planning process. The results you get from working with a financial planner are as much your responsibility as the planners. To achieve the best results, you will need to be prepared to avoid commonly held fantasies about financial planners.

Post Secondary Education Costs — Click here to see a basic breakdown of the average costs for Post Secondary Education in Canada.

Important documents — Important Documents to take when meeting with your financial planner.

April 2002 - Making less but spending more — Study shows maintaining lifestyle after retirement requires more planning. Investors are saving less while on the job but spending a bit more when they retire...

Fidelity Investments Retirement Snapshot

What You Need to Know About Life Insurance — A basic guide to life insurance uncovering uses, types and stratagies for protecting your family against economic loss when a member of the family dies.

Lifestyle Expenditure Worksheet — A handy checklist to help determine your annual expenditures by category, both now and at retired.

Statement of Net Worth — A fundamental worksheet used to track financial progress. List all assets and deduct liabilities to arrive at your current net worth. We use this sheet annually to get an idea of the financial progress which has been made.

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