Featured Downloads
More great resources
Business Owners
- BFS Guide to Health Spending Accounts
- A Business Owner’s Guide To Business Protection Strategies!
- A Business Owner’s Guide To “Canada Revenue Agency’s Best Kept Tax Secrets”
- A Business Owner's Guide To Will Planning
- Creditor Protection - Top Ten Tips For Business Owners
- Earning Income Inside A Corporation
- Investments Owned By Private Corporations - Some Considerations
- Put Your Retained Earnings To Work
- Taxation Of Investment Income Inside A Corporation
- Business Capital Dividend Account
- Checklist for Buy-Sell Agreements
- Collateral Life Insurance
- IPPs - Individual Pension Plans
- Estate Planning Questionnaire for Business Owners
- The Lifetime Capital Gains Exemption
- Strategies to Protect Your Business
- How To Plan Around The Small Business Changes
- Individual Pension Plans and the Family Business
- Professional Corporations Offer Tax Breaks
Estate Planning
- Your Will Planning Workbook
- Be Careful With Joint Ownership
- Guide To Alter Ego Trusts
- Charitable Giving - The Facts
- Checklist of Executor's Duties
- Common Wealth Transfer Mistakes
- Estate Planning Questionnaire
- Joint Tenants with Rights of Survivorship
- Keeping the Family Cottage in the Family
- Ontario Introduces the Estate Information Return
- Protect Your Legacy
- Protecting Your Nest Egg After You're Gone
- RRSP'S and RRIF'S On Death - FAQ'S
- Taking Capital Gains or Losses Now
- Tax & Estate Planning Questionnaire
- The Role of the Executor - More Than Meets the Eye
- The Value of Naming a Beneficiary
- What You Need to Know About Life Insurance
- Wills 101
Cash Flow Management
- Are you living on a limited income in a world of unlimited surprises?
- Client debt and cash flow profile
- Debt Retirement Solutions
- Debt & Cash Flow Profile
- Efficient Ways to Manage Your Investment Properties
- How to Use What You OWN to Reduce What You OWE
- Manulife Bank Advantage Account
- Manulife One
- One Account for Your Retirement
- Why Switch to Manulife One?
Retirement Planning
- Common TFSA Mistakes
- Guide to Little Known Facts About CPP
- Everything You Need to Know About TFSA's (Tax Free Savings Accounts)
- Guide To Pension Income Splitting
- Capitalizing On Capital Losses
- Little Known Facts About the Canada Pension Plan
- Registered Retirement Income Fund (RRIF) - The Facts
- Registered Retirement Savings Plan (RRSP)
- Should I Contribute to a TFSA, RRSP, or Both?
- The Bigger Bang RRSP Strategy
- The GIC Ladder Strategy
- The Pension Decision – To Commute or Not to Commute.pdf
- Unlocking Locked-in Funds
- Spousal RRSP's
- Final RRSP Contributions at 71
- Income Splitting - The Facts
- Opportunities for Pension Income Splitting
Tax Planning
- Capitalizing on Capital Losses
- Guide to Lower Your Tax Bill
- Guide to Tax Free Savings Accounts
- Common TFSA Mistakes
- Comparing SWP's to T-class Funds - Pay Tax Now or Later
- Comparing the Taxation of Mutual Funds, ETF's and Segregated Funds
- Everything You Need to Know About TFSA's (Tax Free Savings Accounts)
- Fighting the Clawbacks - Reduce Line 234
- Final RRSP Contributions at 71
- Lower the Family Tax Bill – Income Splitting Using Loans
- Making the Most of Your TFSA Dollars
- Promissory Note for Spousal Loan
- Spousal RRSP Benefits
- Taking Capital Gains or Losses Now to Avoid the Costs to Settle Your Estate Later
- Tax Advantages of Segregated Funds
- Tax Planning in a Volatile Market
- Tax Planning Tips
- Tax Return Checklist
- The Pension Income Tax Credit
- Understanding Investment Income Taxation
- Understanding Your Tax Slips
- Charitable Giving
- The Facts on RESP's
- Income Splitting - The Facts
- Opportunities for Pension Incoming Splitting
- Using the Principle Residence Exemption