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Working Professionals

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Helpful Resources and Links for Working Professionals

5 smart ways to use your tax refund

Expecting an income tax refund? Before rushing out to spend it, consider how you can put it to work to enhance your financial future.

You just pushed the send button on your income tax return and you can’t wait for your refund to be deposited into your account. But before you start thinking about using that money for an exotic vacation or a down payment on a new car, you may want to think instead about how it can enhance your family’s financial picture over the long term.

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As parents, you always want to be ready for whatever may occur in the future. It is important to be aware of certain steps you can take depending on what age group you fall in to. The following resources provide information on Financial Planning, What if Scenarios, Spending, Saving & Investing into you and your family's future.

Your Time of Life - 30's Edition

Your Time of Life - 40's Edition

Estate Planning - Personal Record Keeper

There's a lot of aspects to consider when it comes to securing your family's future as a parent. Here are some valuable resources that could be help you and your children.

Raising Financially Literate Teens

Scholarships Canada

Student Awards



These podcasts can provide extensive detail on various relevant topics. Any clarification that may be further needed can be done by contacting us.

Back to Basics: Life Insurance

Cents and Sensibility

Commitment and Compromise

Home Sweet First Home

Mutual Fund Companies

For investors with limited time to spend watching the ups and downs of the markets, mutual funds offer a good alternative. Here are some good resources for getting connected with mutual fund companies.