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Your Will Planning Workbook

A great deal of thought and planning needs to go into preparing your Will. Not only should you consider what your estate is currently worth, you should also consider your future sources of wealth. Click here to download a helpful will planning guide.

In the Fall 2018 edition:
Creating a financial plan that's you-nique.

Tim's Reading Corner

  • For people who are preparing for, or are currently at this stage of their lives, the Financial Consumer Agency of Canada (FCAC) has developed Living in Retirement, a comprehensive free guide that covers a variety of financial matters that many seniors will face, announced Minister of State (Finance) Kevin Sorenson. Filled with valuable tips and information, the new resource helps Canadian seniors prepare themselves financially so they can navigate their retirement years with confidence.
  • The Secret Millionaires Club is an animated series that features Warren Buffett as a mentor to a group of entrepreneurial kids whose adventures lead them to encounter financial and business problems to solve. The program teaches the basic of good financial decision making and some of the basic lessons of starting a business. The animated series has 26 online short webisodes and TV specials featured on the HUB cable network.