Useful Links

Links to helpful documents, tools, and webpages...


A Hospital Handbook

From Patients Who Know: A Hospital Handbook acts much like a travel guide, offering practical advice on the language, cuisine, people and customs of what is for many people a foreign land: the hospital.





Retirement & Estate Planning

Your Will Planning Workbook [PDF 2.54 MB]

Estate Planning Questionnaire [PDF 2.2 MB]

For Your Executor [PDF 110 KB]

Checklist of Executor's Duties [PDF 1.02 MB]



Insurance & Living Benefits


Canada Life

Great-West Life





Manulife Bank







Professional Associations


Financial Planners Standards Council - FPSC





Phone: 1-877-423-2152

Contact Us


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In the Winter 2019 edition:

How to hit the mark with a goals-based approach to your finances.