Tools & Resources

On this page, you’ll find tools and resources as well as useful links to information from other organizations.

Financial Tools

Financial Planning Tools

Visit https://planningtools.ca/ and discover:

  • Needs Analysis calculators
  • Know Your Risk calculators
  • Budget Planning tools

What’s Your Investment Personality?

Risk tolerance, investment goals and timelines make up your investment personality, which helps us customize your investment portfolio to suit your financial plan. Take our quiz to discover your Investment Personality.

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Long Term Care Insurance

Long term care insurance can provide coverage if you become unable to care for yourself and need assistance to manage daily living activities. Long term care isn’t just for seniors; it can also cover some of the costs of a care facility or a caregiver in your own home following an accident or illness.

More Information

Resources

Links

Client Access