Skip to main content
  • shaun@swfinancialplanning.ca
  • (204) 761-3435
  • Contact Us
Home

Search form

Home
  • Home
  • About Us
    • How We Help
      • Protecting your family
      • Your investments
      • Your Retirement
      • Income Taxes
      • Your Child's Education
      • Your Legacy
      • Running a Business
  • Life Stages
    • Starting Out
    • Young Family
    • Established Family
    • Retiree
    • Single
  • What We Do
    • Financial Planning
    • Retirement Planning
    • Estate Planning
    • Tax Planning
    • Portfolio Analysis
    • Insurance Analysis
  • Resources
    • Calculators
    • Life Planning
    • Gov't Site and Forms
  • Financial Library
Home /Resources

Resources

To provide answers to frequently asked questions about money, and other life issues, we have assembled a large quantity of online resources. You can either browse the topics below or use our Search Tool above to find articles pertaining to almost any type of financial situation.

If you need additional assistance, please don't hesitate to send us an email or call our office.

Investment Planning

5 Strategies for Difficult Markets
Dollar Cost Averaging
How to weather stormy markets...stay invested
I don't want to invest my money now because...

Careers, Education Planning

Can Learn
Financial priority planner
Life Long Learning Plan
Education Savings for Your Child
Education Planning and Student Aid
RESP Savings Calculator
Student Loans, Grants and Scholarships
Continuing Education - Lifelong Learning

Tax Planning

Home Buyers Plan
TaxTips.ca
Registered Disability Savings Plans (RDSPs)
Aging and Taxation
Canada Revenue Agency
CRA Netfile
Tax Calculators & Rates
Tax Tips (CRA)

Retirement Planning

Retiring Soon? You Can Do It !
Registered Retirement Savings Plans
Registered Retirement Income Funds
Lifelong Learning Plan
Pension Income Splitting

Estate Planning

Estate planning, wills and dealing with death
Caring for your aging parents
Joint accounts
Understanding Your Insurance Needs
Charitable Planned Giving


Hot Topics

Hot Topics

  • Estate Planning
  • Travel Insurance
  • Retirement Planning
  • Eldercare
  • Wills

Categories

eldercare estate planning financial strategies financial strategy insurance planning investment investment planning investments retirement planning rrsp tax planning tfsa
More

Office Address

  • Unit B - 2800 Victoria Ave
    Brandon, MB R7B 3X1
  • Phone: (204) 761-3435
  • Fax: (204) 650-0677
  • Email: shaun@swfinancialplanning.ca

Free Consultation

Book a Free Consultation
Click to Book a Free Consultation

About Us

We serve individuals, families and businesses in the Brandon area.

Our primary goal is to help each client meet their unique financial goals by focusing on six key areas of needs analysis:
  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Portfolio Analysis
  • Insurance Analysis

We are never satisfied until you are.

© Copyright 2023 AdvisorNet. All rights Reserved.

Disclaimers  -  Privacy Policy