Education > Special Reports

Essential Answers to Common Questions

We serve as a one-stop financial resource for our clients, and ongoing education is a key part of that relationship. Our special reports are intended to clarify the central information related to important financial themes.

We invite you to check back regularly to view new reports and to reach out to us personally for in-depth answers and personalized guidance.

Specialized Wealth Management Programs

1. Our Retirement Wealth Program for Physicians (PDF)

2. Our Specialized Retirement Wealth Program for Dentists (PDF)

3. Our Retirement Program for 3M Canada Employees (PDF)

4. Our Wealth Program for Nvidia Canada Employees (PDF)

Retirement Savings and Income Planning

1. Retirement Savings Guide (PDF)

2. Creating Retirement Income with Registered Assets (PDF)

3. Earned Income after Age 71 (PDF)

4. Early Retirement Strategies (PDF)

Estate Planning

1. Estate Planning and Wealth Preservation (PDF)

2. Estimate the Cost of Settling Your Estate (PDF)

3. Executor Duties (PDF)

Education Planning

1. Planning for a Child's Education Costs (PDF)

2. RESP Deadlines (PDF)

Insurance Planning

1. Critical Illness (PDF)

2. Disability Insurance (PDF)

Business Solutions

1. Benefits of a Holding Company (PDF)

2. Business Transition Planning (PDF)

Portfolio Management

1. Navigating new investment opportunities to help meet your goals (PDF)