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Resources

Resources

To provide answers to frequently asked questions about money, and other life issues, we have assembled a large quantity of online resources. You can either browse the topics below or use our Search Tool above to find articles pertaining to almost any type of financial situation.

If you need additional assistance, please don't hesitate to send us an email or call our office.

Investment Planning

5 Strategies for Difficult Markets

Dollar Cost Averaging

How to weather stormy markets...stay invested

I don't want to invest my money now because...

Careers, Education Planning

Can Learn

Financial priority planner

Life Long Learning Plan

Education Savings for Your Child

Education Planning and Student Aid

RESP Savings Calculator

Student Loans, Grants and Scholarships

Continuing Education - Lifelong Learning

Tax Planning

Home Buyers Plan

TaxTips.ca

Registered Disability Savings Plans (RDSPs)

Aging and Taxation

Canada Revenue Agency

CRA Netfile

Tax Calculators & Rates

Tax Tips (CRA)

Retirement Planning

Retiring Soon? You Can Do It !

Registered Retirement Savings Plans

Registered Retirement Income Funds

Lifelong Learning Plan

Pension Income Splitting

Estate Planning

Estate planning, wills and dealing with death

Caring for your aging parents

Joint accounts

Understanding Your Insurance Needs

Charitable Planned Giving


Join My Newsletter

My Actualis newsletter provides you with interesting information relevant to your financial situation. In it you will find a variety of articles summarizing current industry news and trends, in addition to useful tips to help you define your real needs and better understand the financial solutions available to you.

Click Here to Subscribe

Online Insurance Quotes

Millions of Canadians are without adequate insurance. Use these online tools to learn more about affordable MANULIFE insurance solutions.

Online Insurance Quotes

  • Health and dental insurance
  • Travel insurance
  • Critical illness insurance

Hot Topics

Hot Topics

  • Estate Planning
  • Travel Insurance
  • Retirement Planning
  • Eldercare
  • Wills

Categories

investments insurance planning financial strategies life insurance investment financial strategy financial planning wealth management debt management retirement planning investment planning rrsp tax planning estate planning business planning eldercare education planning retirement saving strategies tfsa
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Life and health insurance products are provided by Stephen Cox through Desjardins Financial Security Independent Network. Life and health insurance products and services are not available through Desjardins Financial Security Investments Inc. (DFS Investments) nor are the insurance plans or services available and/or offered, supervised or reviewed by DFS Investments. DFS Investments is the mutual fund dealer through which mutual fund products and services are provided.

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