Products tagged with 'financial planning'

Do you want to learn how to manage your cash better? This 9-page info package for Canadians can show you how.

• How to Manage Your Cash to Increase Your Net Worth was developed to help Canadians manage their cash better, improve their personal bottom line and maximize their net worth.
• Topics include:
  • cash management pitfalls and options,
  • creating a household budget,
  • dangers of procrastination,
  • emergency cash planning,
  • debt management,
  • paying yourself.
• Available in PDF format.
• Aimed in Canadian residents and intended for use in Canada.

Cutting Through Life Insurance Chaos in Canada is a 14-page information package for Canadians.

This package is provided to help you understand:

• the jargon of life insurance,
• the benefits of having good life insurance coverage,
• how to determine whether you need it and how much you need,
• types of personal and business life insurance available,
• term life, whole life, and universal life insurance,
• disability, buy-sell and key man policies.

Get your free copy of Cutting Through Life Insurance Chaos in Canada and find out how to make life insurance part of your financial planning.

Learn about the various trust structures available to Canadians, and their tax benefits to the individual or business.

• This guide contains information on:
  • family trusts (bearer, inter vivo or "living" trusts and testamentary),
  • real estate investment trusts (REITs),
  • royalty trusts,
  • income trusts.
• The guide contains information relevant to Canadian residents and is available in Adobe PDF format.

Disability Insurance: What's Your True Value? is a 14-page information package developed to help Canadians understand the importance of disability insurance.

• Topics contained in this package include:
  • what to look for in disability contracts,
  • critical illness insurance,
  • long term health care insurance,
  • government programs,
  • types of coverage currently available.
• Available in PDF format.
• Intended for use only in Canada.

Investment Products as Part of a Complete Retirement Plan is a 31-page expert guide designed to help Canadians assess investment options as part of an overall retirement income plan.

• Topics include:
  • bonds,
  • cash investments,
  • common and preferred shares,
  • blue chip and growth stocks,
  • equity and fixed income investments,
  • GICs,
  • mortgage backed securities,
  • mutual funds, and
  • real estate.
• This guide refers to Canadian tax laws and is intended for Canadian residents.
• Available in PDF format.

Worried about saving enough for your retirement? Learn how to identify and take advantage of the best ways to save for your retirement with this guide for Canadians.

Topics include:

• dynamics of financial planning,
• determining personal goals,
• sources of retirement income,
• tax consequences,
• preparation and implementation of a specific plan of action,
• alternative strategies in the event of a shortfall.

Retirement Planning Strategies for Canadians is provided by Chimo Financial Services. This guide is intended for Canadian citizens, whether they live in or outside of Canada.