Your Tool KitAssist Your Family ToolsCanLearn – Government of Canada education planning site Getting Good Advice – Fidelity Investments planning site Get Smarter About Money – An online source for financial advice Make It Count – A parent’s resource for youth money management Qtrade Investor – An online investment site Registered Education Savings Plan (RESP) – Government-sponsored education savings plan Savings Accounts – Youth accounts with SASCU Tax-Free Savings Account (TFSA) – A new personal savings vehicle Protect Your Lifestyle ToolsInsurance – Types of insurance for your needs Invest Right - Learn more about protection from scams and unsuitable investments Power of Attorney – What is it and do you need one? Plan Your Retirement ToolsRegistered Retirement Income Fund (RRIF) – A fund for your retirement years Registered Retirement Savings Plan (RRSP) – A plan to help you save and defer tax Six Retirement Questions – Start by asking yourself these questions Tax-Free Savings Account (TFSA) – A new personal savings vehicle Build A Legacy ToolsPower of Attorney – What is it and do you need one? Wills and Estates – Information from the Canadian Bar Association Enhance Your Business ToolsBusiness Overhead Expense Disability Insurance – If you have one or a few people producing revenue Business Plan – An application tool through SASCU Buy-Sell Agreement – For business continuity in the event of a death Group Insurance Plans – Find out about group insurance for your business Key Man Insurance – If the success of your business depends on a few key people After looking through these tools, you may have some good questions - visit or call us at SASCU Wealth. Qtrade Investor is a division of Qtrade Securities Inc., member IIROC and CIPF. |
