• Shared Ownership Worksheet
• Business-Corporate Life Insurance Needs Analysis
• Business Asset Liquidation Values
• Business Self Assessment

Key Person

• Key Person Protection

Buy Sell

• Should we have a business Buy-Sell agreement?
• Considerations for binding Buy-Sell agreements in family transfer on death
• Funding Criss-Cross Buy-Sell with Life Insurance
• Funding Hybrid Buy-Sell with Life Insurance
• Funding Promissory Note Buy-Sell with Life Insurance
• Funding Share Redemption Buy-Sell with Life Insurance
• Tax-Efficient Business Buy-Sell Agreements
• Business Wind-Up, Buy-Sell - What if you wake up tomorrow and your partner has died? What will happen to your business?
• Business Wind-Up, Buy-Sell - Structuring and Funding Your Business Succession Plan
• Business Wind-Up, Buy-Sell - If a Shareholder was to die tomorrow, will your company be prepared to handle the situation?
• Should your buy/sell agreement be funded with life insurance?

Wealth Transfer

• Ageless Investing with Empire Life Guaranteed Investment Funds 75/100
• Incorporating Inflation into Financial Planning
• Guardianship for Minor Children
• Immediate Financing Arrangement
• Intergenerational Wealth Transfers
• The Family Cottage: 50+ Questions to Ask

Trust, Wills, and Power of Attorneys

• Life Insurance Trusts
• Profits & Perils of Avoiding Probate
• Dangers of Discount Wills
• Essential Characteristics of Wills
• Understanding Powers of Attorney
• Executor Checklist

• Offering Charitable Gift and Estate Insurance Strategies
• Planned Giving
• Diverting Tax Dollars to Charity
• Charitable Estate Multiplier Strategies
• Donating Capital Property to Charity
• Tax Benefits of Charitable Giving

• Individual Pension Plan - Brochure
• Individual Pension Plan - Checklist

Immediate Financing Arrangement

• Immediate Financing Arrangement

Collateral Loans

• Leveraging Life Insurance

Retirement Planning

• Protecting Your Retirement with CI Protect Plus
• Protecting Your RRSP When Critical Illness Strikes

 Sequence of Return Risk

• Order to Disorder series 1 of 7: The Risk of Longevity
• Order to Disorder series 2 of 7: Rate of Return and Impact on Accumulation vs. Withdrawal Periods
• Order to Disorder series 3 of 7: When did you get on the rate of return cycle
• Order to Disorder series 4 of 7: What is a Guaranteed Withdrawal Minimum Benefit (GMWB)?
• Order to Disorder series 5 of 7: Investor behaviour
• Order to Disorder series 6 of 7: Calculating guaranteed retirement income
• Order to Disorder series 7 of 7: Many Protective Features, Benefits & Advantages

• First Home Savings Account (FHSA)
• Mortgage - There's No Place Like Home (Rider)
• Mortgage - There's No Place Like Home (Stand Alone)

• Ageless Investing with Empire Life Guaranteed Investment Funds 75/100

• Cap Your Taxes With an Estate Freeze
• Tax Results of Joint Ownership
• Tax-Efficient Business Buy-Sell Agreements
• Tax Benefits of Charitable Giving
• Diverting Tax Dollars to Charity
• Understanding your Empire Life T3/Relevé 16 Slips
• 2024 Federal Budget at your Fingertips

• Shared Ownership Worksheet
• Business Self Assessment
• Personal Life Insurance Needs Analysis
• Executor Checklist
• Individual Pension Plan - Checklist
• Personal Legacy Builder Strategy Fact Finder