Our Library of Helpful Links...


Calculators...

Mortgage Calculator

Life Insurance Calculator

Income Tax Calculator

Cash Flow Calculator

Retirement Needs/Wants



Investment tools...

Investment Risk Assessment

Fund Facts. Replaced the Prospectus in 2014.

Portfolio Reports. Online Access to your account.

Summary of Canadian tax rates & limits.



Government Sites...

CRA - Canada Revenue Agency

Registered Education Savings (RESP)

Registered Disability Savings (RDSP)

Tax Free Savings (TFSA) Contribution limits

Legacy Letters...

Latest Legacy Letter

Tim's Blog: Missing a Piece of the Puzzle?




Sample of past Legacy Letters...

January, 2018
   Every Goodbye leads to a new Hello

January, 2017
   A Day in the Life of Legacy Partners

February, 2015
   Practice Retirement! // Interest Rates vs Bonds

January, 2014
   2013 in review // our team

October, 2012
   Our 5th Anniversary on Colborne St.

January, 2012
   2011 in review // Reform, Repair & Rebirth

February, 2011
   Weathered Markets // New Retirement Opportunities

January, 2010
   Back to Basics // Government Benefit Changes
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