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

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In the Fall 2019 edition:

The decisions we make each day are deeply influenced by preconceptions and emotions. The Fall edition of Solutions focuses on the effect our emotions can have when it comes to making decisions about finances. Features include: Being aware of cognitive biases can help us make better investment decisions; How an advisor can bring you closer to reaching your financial goals; Investment loans 101; Living solo; and more.