Canfin Financial Library (PDF)



Business Planning

Disability Planning: A Reality Check
Does Your Business Need An Estate Freeze?
Increase Your Family's Net Worth

Insuring For Capital Gains Tax Liabilities. Keeping The Home Fires Burning
Increase Your Home & Business Security
Bridging The Financial Gap

Succeed Or Perish: Franchising A Small Business Venture
Signs Of Sabotage
Selling Your Business

Paying Your Bills When You are Laid Up: Business Overhead Expense Insurance
Succession Strategies To Increase Retirement Income

A Business Owner's Insurance Checklist
Disability Buy-Sell Agreements

The Importance Of Income Replacement Insurance
Business Owners Retiring With An Estate Plan

Estate Planning

No Regrets For Tomorrow: Avoid The Self-Written Will
Better Late Than Never
How To Assess The Assets & Liabilities Of Your Estate

Reasons To Consult A Lawyer To Update Your Will
Magical Capital: Creating Large Tax-Free Capital Guarantees
Securing The Financial Future Of An Owner-Operated Family Business

Caring For Our Aging Parents
Planning Funeral Arrangements In Advance
Planning To Divvy Up Your Wealth

The Ongoing Process Of Estate Planning
What Is The Difference Between A Revocable And Irrevocable Trust?

The Powers That Be: What Special Powers Do Executors Have?
How To Compensate Your Executor
Steps To Avoid Challenges To Your Will

Insurance Planning

Joint Life Insurance & Estate Planning
Should I Buy Mortgage Insurance Fro My Lender?
Advanced Tax-Deferral Strategies

Is Life Insurance Really Worth It?
What Kinds Of Life Insurance Are Available?
Can Insurance Protect My Financial Plan If I Have A Critical Illness?

Demystifying the Benefits of Universal Life Insurance

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investment funds, including segregated fund investments. Please read the fund summary information folder prospectus before investing. Mutual Funds and/or Segregated Funds may not be guaranteed, their market value changes daily and past performance is not indicative of future results. The publisher does not guarantee the accuracy and will not be held liable in any way for any error, or omission, or any financial decision. Talk to your advisor before making any financial decision. ©Adviceon • email: