Resource Library
We believe that sharing information and knowledge helps those we work with feel confident in making decisions about your finances and preparing for situations you may face in the future.
Financial literacy is important, but we recognize that everyone has a different entry point on that journey. It's why the resources we aggregate and build - articles, trackers, calculators and others - are tailored to different levels of financial experience.
Maybe you find yourself in your first job and just starting to learn about certain financial concepts. The 'Beginner' section would be a great place to start. Maybe you've been around the block and have a good deal of experience with financial advice and topics like investments and insurance. Our 'Advanced' section is likely just the place for you.
Wherever you begin, we encourage you to check back often as we are always sourcing more valuable material for you.
Have questions? Reach out to us through the contact information provided below.
For Beginners
- Emotional and Financial Well-Being
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Financial Planning / Analysis
- Financial Literacy Virtual School Materials – CPA Canada
- Junior Financial Literacy Kit – Financial Advice for All / Advocis
- Due Dates and Payment Dates (Canadian Personal Income Tax) - Government of Canada
- The Personal Finance Puzzle - Advocis
- Financial Planning 101 -FP Canada
- The Financial Stages of Life - FP Canada
- Key Money Dates 2022 - Canada - FreshPlans
- Key Money Dates 2022 - Alberta - FreshPlans
- Key Money Dates 2022 - BC - FreshPlans
- Key Money Dates - 2022 - Saskatchewan - FreshPlans
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Investments
- All About Registered Retirement Savings Plans (RRSP) – Mackenzie Investments
- What is a Registered Education Savings Plan (RESP)? – Canada Life
- All About Tax-Free Savings Accounts (TFSA) – Mackenzie Investments
- Bank Accounts and Investment Accounts - Advocis
- RRSPs vs TFSAs - A Comparison - FreshPlans
- TFSA Quick Facts - FreshPlans
- Insurance
- Estate Planning
- Planning for Your First Meeting
Intermediate Knowledge
- Emotional and Financial Well-Being
-
Financial Planning / Analysis
- Fundamentals of Financial Planning - Raymond James Ltd.
- Understand Your Cash Flow (Interactive Tracker) – NOW Wealth Management Solutions of Raymond James Ltd.
- Budget Worksheet (Fillable PDF) – Raymond James Ltd.
- Annual Financial Planning Checklist (Fillable PDF) - Raymond James Ltd.
- Elements of Financial Planning - Advocis
- Think SMART to Achieve Financial Goals - FP Canada
- 6 Ways to Balance Your Financial Priorities - FP Canada
- Preparing for Parental Leave - FP Canada
- The Financial Planning Process - FreshPlans
- The Value of Advice - FreshPlans
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Investments
- All About Mutual Funds – Canada Life
- All About Segregated Funds – Canada Life
- Banishing the Last-Minute RRSP Rush - FP Canada
- Considerations for Retirement Readiness - FreshPlans
- 10 Ways to Grow Your RRSP - FreshPlans
- RESP Quick Facts - FreshPlans
- Planning for Education (RESPs) - Tuition Costs - FreshPlans
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Insurance
- Mortgage Insurance vs. Life Insurance – Canada Life
- Living Benefits – Critical Illness and Disability Insurance – Raymond James Financial Planning Ltd.
- Main Types of Life Insurance - Canada Life
- What to Look For When Buying Life Insurance - Canada Life
- How Does Critical Illness Insurance Work? - Canada Life
- Mortgage Insurance vs. Term Insurance - FreshPlans
- Life Insurance - How Much Do You Need? - FreshPlans
- Disability Insurance - How Much Do You Need? - FreshPlans
- Estate Planning
- Planning for Your First Meeting
Advanced Knowledge
-
Financial Planning / Analysis
- Calculate Your Retirement Potential (Interactive Calculator) – RazorPlan
- Money Management Worksheets - CPA Canada
- Financial Inventory Worksheet - Raymond James Ltd.
- The Freelance Economy - Advocis
- Avoid a Financial Planning Fail - Advocis
- Debt Interest Rate Calculator - Advocis
- Year-End Planning - FreshPlans
- Insurance
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Investments
- Different Investment Opportunities - What Are They and How Do They Work? - Advocis
- RRSP or TFSA? Which is Better Heading Into Tax Season - FP Canada
- Aligning Investments With Your Values - FP Canada
- Canada Pension Plan (CPP) and Old Age Security (OAS) - FreshPlans
- Taking Your CPP Early or Late - FreshPlans
- RRIF Rates - FreshPlans
- Taxes and Investment Income - FreshPlans
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Estate Planning
- Raymond James Estate Complexity Calculator - Raymond James Trust (Canada)
- Estate Planning Reference Guide (Fillable PDF) – Raymond James Financial Planning Ltd.
- Will Planning Guide (Fillable PDF) – Raymond James Financial Planning Ltd.
- Summary of Trust Services – Raymond James Trust (Canada)
- Market Volatility Through the Years - FreshPlans
- Business Planning
- Planning for Your First Meeting
QUESTIONS? REACH OUT!
Do you have questions about any of the topics discussed here? We’re happy to chat with you about your own situation. Contact us at 403-476-8950 or nowwealthsolutions@raymondjames.ca.
