InsureRight

Are you protecting what’s most important?
Be sure. With InsureRight.

If something happened to you, you want to be certain you have the right coverage to protect your family, your lifestyle and everything you’ve worked hard to achieve. But there’s a lot to consider when buying insurance. What type of coverage is right for you? How much is enough?

With InsureRight, it’s simple to answer these questions. InsureRight will help outline what you need to consider so you can feel confident about the coverage you choose for your insurance needs. The InsureRight checklist is a great place to start. Begin with the step that’s right for you. And when you’re ready, visit InsureRight.ca for more tools that will help you take a closer look at your insurance needs.

For more information about InsureRight, please contact us.

 

Mackenzie Investments' TFSA Guide

Click here to download Mackenzie's guide to the Tax-Free Savings Account (TFSA).

Looking for a retirement home?

If you - or somebody you know - are considering moving into a retirement home, here's a list of questions to consider when choosing a facility.

Guide to passing on wealth

Planning for death is difficult, because it’s an emotional topic. However, to preserve wealth, it’s important to employ a checklist to enable a thorough discussion and encourage trigger questions. Read more.

Will Planning Checklist

There are many decisions you will have to make when you draft a Will. If not thoroughly considered, some of these decisions can have unintended consequences.

Here is a checklist of some of the issues that should be discussed before you make your Will:

Executor’s Handbook

When you become an Executor you are really becoming a legal Trustee with all the rights and responsibilities that come with that position. This handbook provides you with a solid overview of estate settlement and will hopefully provide you with some useful information and tools to expedite your responsibilities in a timely and competent fashion. Read more.

Guide to passing on wealth

Planning for death is difficult, because it’s an emotional topic. However, to preserve wealth, it’s important to employ a checklist to enable a thorough discussion and encourage trigger questions. Read more.

Personal Record Keeper

Take the time to document the important information in your life, such as your household accounts, savings and insurance plans, and who your professional advisors are. Not only is this a convenient way to keep a better handle on your personal and financial information, it also becomes an invaluable tool for your loved ones should anything happen to you.

Read more

Integrated Planning

Linking your money with life priorities.

The checklist will help us keep track of our meetings together and what we plan to discuss.

Click here to learn more.

CPP Income Planning Guide

The Canada Pension Plan (CPP) is a mandatory contributory retirement plan that provides you with an inflation-indexed retirement pension, generally beginning at age 65. Read more.

Calculators from Mackenzie Investments

RRSP Calculator

RESP Calculator

RRSP Illustrator

RRSP Loan Planner

Advantage of Early Investing

Registered vs. Non-Registered Investing

Investment & Regular Deposit

Investment & Regular Withdrawal

RIF/LIF/LRIF Calculator

Debt Consolidator

Household Cash Flow Statement

Net Worth Statement

 

 

This calculator is for illustrative purposes only and should not be relied upon as an accurate indication of your financial retirement needs. As each individual’s situation is different and changes over time, the results are limited by the accuracy of the assumptions you make in providing the information used in the calculation. I (we) do not guarantee that this calculator is reliable, accurate or complete or that it will be compatible with your computer.

 

Eventually everyone retires

The new retirement reality. For years, the baby boom generation has been exerting influence on our culture, politics and the economy. Read more.

Having Crucial Conversations

Estate planning is done to prepare families for the financial circumstances when a loved one passes away. Read more.

Estate Planning

If you have accumulated assets during your lifetime, you likely will want to ensure that wealth transitions cost effectively. Read more.