Are you protecting what’s most important? Be sure. With InsureRight.
If something happened to you, you want to be certain you have the right coverage to protect your family, your lifestyle and everything you’ve worked hard to achieve. But there’s a lot to consider when buying insurance. What type of coverage is right for you? How much is enough?
With InsureRight, it’s simple to answer these questions. InsureRight will help outline what you need to consider so you can feel confident about the coverage you choose for your insurance needs. The InsureRight checklist is a great place to start. Begin with the step that’s right for you. And when you’re ready, visit InsureRight.ca for more tools that will help you take a closer look at your insurance needs.
For more information about InsureRight, please contact us.
If you - or somebody you know - are considering moving into a retirement home, here's a list of questions to consider when choosing a facility.
Click here to download Mackenzie's guide to the Tax-Free Savings Account (TFSA).
Planning for death is difficult, because it’s an emotional topic. However, to preserve wealth, it’s important to employ a checklist to enable a thorough discussion and encourage trigger questions. Read more.
There are many decisions you will have to make when you draft a Will. If not thoroughly considered, some of these decisions can have unintended consequences.
Here is a checklist of some of the issues that should be discussed before you make your Will:
When you become an Executor you are really becoming a legal Trustee with all the rights and responsibilities that come with that position. This handbook provides you with a solid overview of estate settlement and will hopefully provide you with some useful information and tools to expedite your responsibilities in a timely and competent fashion. Read more.
Take the time to document the important information in your life, such as your household accounts, savings and insurance plans, and who your professional advisors are. Not only is this a convenient way to keep a better handle on your personal and financial information, it also becomes an invaluable tool for your loved ones should anything happen to you.
Read more
Linking your money with life priorities.
The checklist will help us keep track of our meetings together and what we plan to discuss.
Click here to learn more.
The Canada Pension Plan (CPP) is a mandatory contributory retirement plan that provides you with an inflation-indexed retirement pension, generally beginning at age 65. Read more.
RRSP Calculator
RESP Calculator
RRSP Illustrator
RRSP Loan Planner
Advantage of Early Investing
Registered vs. Non-Registered Investing
Investment & Regular Deposit
Investment & Regular Withdrawal
RIF/LIF/LRIF Calculator
Debt Consolidator
Household Cash Flow Statement
Net Worth Statement
The new retirement reality. For years, the baby boom generation has been exerting influence on our culture, politics and the economy. Read more.
Estate planning is done to prepare families for the financial circumstances when a loved one passes away. Read more.
If you have accumulated assets during your lifetime, you likely will want to ensure that wealth transitions cost effectively. Read more.