Will Planning Checklist

There are many decisions you will have to make when you draft a Will. If not thoroughly considered, some of these decisions can have unintended consequences.

Here is a checklist of some of the issues that should be discussed before you make your Will:

Executor’s Handbook

When you become an Executor you are really becoming a legal Trustee with all the rights and responsibilities that come with that position. This handbook provides you with a solid overview of estate settlement and will hopefully provide you with some useful information and tools to expedite your responsibilities in a timely and competent fashion. Read more. 

Integrated Planning

Linking your money with life priorities.

The checklist will help us keep track of our meetings together and what we plan to discuss.

Click here to learn more.

Personal Record Keeper

Take the time to document the important information in your life, such as your household accounts, savings and insurance plans, and who your professional advisors are. Not only is this a convenient way to keep a better handle on your personal and financial information, it also becomes an invaluable tool for your loved ones should anything happen to you.

Read more 

Looking for a retirement home?

If you - or somebody you know - are considering moving into a retirement home, here's a list of questions to consider when choosing a facility.

Monthly budget worksheet

Wondering what your family's monthly budget looks like?  Use this handy fillable worksheet to compare your income to your expenses and see where you stand each month.

Mackenzie Investments' RESP Guide

Download this guide to learn more about how to invest in your child's future with a Registered Education Savings Plan.