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You want to achieve goals that matter.
Noise is your biggest obstacle. Noise drowns out financial wisdom and you can easily be overwhelmed. No one should be alone.
WealthSmarts is one weekly tip, tool, strategy or resource that will help you to plan, build and secure your financial freedom.
Bonus - Quarterly Toolkits that You Will Receive Throughout the Year!
RRSP and TFSA Toolkit
Looking to save for your future? The RRSP and TFSA Toolkit is here to help! Our handy guide will teach you everything you need to know about these powerful investment vehicles, plus we’ll provide helpful links to our online calculators. So, whether you’re just starting out or looking for ways to optimize your savings, this kit has you covered!
Tax Time Toolkit
The Tax Time Toolkit is the perfect resource for Canadians looking to get the most out of their tax return. With everything from a guide to the different types of income taxes in Canada, to a detailed list of deductions, this toolkit has everything you need to make sure you’re getting the most money back.
Education Funding Toolkit
The Education Funding Toolkit is the perfect resource for parents who want to provide the best education possible for their children. This comprehensive guide will help you understand all your options when it comes to education funding, including using RESPs and government grants. With this toolkit, you can rest assured that you are making the most informed decision possible about your child’s education.
P.S. are you looking at upgrading your own education? We are also including information about how to make the most out of the Life Long Learning Plan.
Year-End Planning Toolkit
The Year-End Planning Toolkit is the perfect way to make sure that your finances are ready for the end of year. This kit includes several helpful tools, including money dates, contribution calculators, and investment trackers. With this kit, you can easily stay on track for your financial goals.
Money Facts and Dates Toolkit
The Money Dates and Facts Toolkit is the perfect way to stay on top of your personal finances. With important dates and facts at your fingertips, you’ll be able to easily keep track of retirement contributions, filing deadlines, and more. Stay organized and in control with this helpful toolkit!
