E-books and Whitepapers

Beneficiary designations

Factoring in beneficiary designations as part of your overall estate planning

Cottages and vacation properties: succession planning

Your cottage or vacation property may represent cherished family memories and traditions. But it also might keep you awake at night, wondering how your children will manage it when you are gone.

Women, wealth and wisdom - Workbook

Retirement Tip Sheet - Doctors of BC

2021 MD Physician Retirement Readiness Study

Canadian physicians tell us their thoughts on all things retirement from retirement financial planning, advice, investing and savings to what age they plan to retire.

MD Physician Financial Literacy Study

Pre-retirement goal-setting

MD Physician Retirement Readiness Study

Understanding robo-advisors

If you’re interested in an easy-to-use, digital and low-cost way to choose and manage your investments, this guide is for you.