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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
I don't want to invest my money now because...
How to weather stormy markets...stay invested

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

Reducing Tax at Source
Home Buyers Plan
TaxTips.ca
TFSA – Plan overview
Registered Disability Savings Plans (RDSPs)
Aging and Taxation
Professional corporations
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

Death and Taxes
Caring for your aging parents
Joint accounts
Understanding Your Insurance Needs
Aging and taxation
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

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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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