Financial Materials 2001-2009

This section contains materials we've used over the years as supplementary documents and handouts for our seminars and client consultations. Please note that some materials may be outdated. Use these documents at your discretion.

• Financial planning for a career change (pdf)
• Financial planning: Setting goals for 2009 (pdf)
• Real estate planning seminar in Ottawa 2009 (pdf)
• Pension planning Nortel (pdf)
• Analyzing investor's mistakes (pdf)
• Get a checklist and count your automobile expenses (pdf)
• Cash for life winner: How to get more from what you've received (pdf)
• Advanced family estate planning (pdf)
• Financial advice for lottery winners (pdf)
• Financial planning for kids' education (pdf)
• High-net-worth investment (pdf)
• Financial planning upon recovery: Important questions and answers (pdf)
• Financial planning for retirement: Investment advisor advice (pdf)
• Financial markets: A bear strategy (pdf)
• Are segregated funds sensless? Financial expert opinion (pdf)
• Officers in distress: Financial analysis (pdf)
• Paying for financial advice (pdf)
• Rental property checklist (pdf)
• Finding a reputable financial advisor (pdf)
• Financial planning of retirement (pdf)
• Tax minimization for the self-employed: Financial advice (pdf)
• Small business financial results: A checklist (pdf)
• Tax planning 101 (pdf)
• Tax information checklist (pdf)
• Top tips from financial experts (pdf)
• Tuition and education amounts certificate (pdf)