Tools and publications

To manage your wealth in a manner that suits your objectives, make sure you use all the resources and information we put at your disposal.

Educational videos

If you’re an auditory learner, you’ll appreciate our videos! Our experts will show you how you can better manage your finances.

Got no time to read publications? Don’t worry, we have quick, to-the-point videos for you.

Our website is your destination if you seek to receive financial planning advice from our team of experts. There, we discuss all aspects of your finances, such as purchasing and selling a property, preparing a budget, investing with the right strategy and planning your retirement your way.

Watch our videos below:

An RRSP or TFSA: which is best?

Clearfacts, 06 October 2011

Can't decide between a TFSA and an RRSP? The best option depends on your individual circumstances.

Couples and money: fragile, handle with care

Clearfacts, 05 October 2011

Managing money is often a source of conflict for couples but to avoid addressing the subject altogether is not the solution. How should you put your heads together to manage your finances?

Take control of your retirement planning

Clearfacts, 21 October 2011

Retirement planning requires careful thought about the kind of lifestyle you’d like to lead and how to finance it. Failing to plan is planning to fail. The watchwords are: Start early!

Should you save or pay off your debts first?

Clearfacts, 19 December 2011

Between paying down your mortgage and investing, the choice is not always clear-cut. In fact, it all depends on your personal situation.

The added value of an advisor

Clearfacts, 05 October 2011

If you have the time and talent to manage your investments, many tools are available to you. If you prefer to do business with an advisor, remember to choose the right one – their advice can be your greatest ally!

How do I choose an executor for my estate?

Clearfacts, 12 October 2011

Being an estate liquidator is no easy task. When it comes time to choose between a relative and a professional executor, will you know what to do?