Canfin Financial Library (PDF)



Financial Planning

8 Steps To Achieve Financial Security
What Are The Warning Signs Of Over-Indebtedness?

The Psychology Of Money
Your Children & Your Money

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

Retirement Planning

Believe You Can Retire Rich
Boomers: Born To Retire Rich

Boomers Get Ready For A Wealthy Future
Lowering Investment Risk

Where To Live When You Retire
Allocating Investment Assets
When In Rome...
What To Do If You are Robbed On Vacation

Capitalize To Maximize Your Financial Destiny
Financial Freedom: Fixing Your Mix With Equity Funds
Maximize Hotel Vacation Value

Secrets Of The Wealthy: Million Dollar Investment Principals
The Benefits Of Living In A Retirement Community

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

Mutual Funds

5 Phases In An Investor's Life; Building a strong relationship... with your funds

Enjoy The Experience Of Investing Even In A Lazy Market; Foresight is 20/20;
Balanced Fund Management

Focus on: Fund Management; Qualified RRSP/RRIF Beneficiaries

Guardians of Your Capital; Is Your Money Save in a Mutual Fund?
Are You Holding Too Many Funds?

Rebalancing Your Mutual Fund Portfolio; What is an Open-end Fund?
Net Asset Values; Small-cap Funds Offer Potential For Growth

Saving Savvy with Stocks; Invest with the Market Winners;
The Dos and Don'ts of Buy-and-hold Investing

The Necessity of Risk; Unique Equity Investment Styles

The Pioneers of Pooled Capital

The Mutual Fund Investor Guide

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: