Free Guides & Checklists

Your Personal Financial Planning Checklist

Take control of your financial future — a free, practical checklist for professionals, engineers, business owners, and high achievers.

Take control of your financial future with this practical starting point.

The 10-Year Countdown: Your Retirement Readiness Checklist

Everything you need to check off before retirement — CPP timing, RRSP drawdown, OAS clawback avoidance, and more. Free checklist for Alberta professionals approaching retirement.

The decisions you make in the next 10 years will shape your entire retirement.

Growing What You’ve Already Built: The Established Investor’s Checklist

You did the saving. Is the money doing its share? Asset mix, all-in fees, tax-smart account placement, idle cash, and a written downturn plan — for professionals past the “getting started” stage.

Fee-only financial planning & tax advice. Independent CFP®, 25+ years of experience. No strings attached.

6 Financial Mistakes High-Income Professionals Make

Common tax and investment errors that cost professionals thousands every year — and how to avoid them.

The Alberta Energy Professional’s Financial Checklist

The decisions you make once. Income and cash flow, RRSP strategy, pension and CPP timing, insurance, and estate planning — built for engineers and oil patch professionals in Alberta.

Fee-only financial planning & tax advice. Independent CFP®, 25+ years of experience. No strings attached.

The Alberta Trades Worker’s Financial Checklist

Is your money building as much as you are? Seasonal income, union pension and CPP, disability and WCB gaps, mortgage strategy, and estate planning — built for Alberta trades and construction professionals.

Fee-only financial planning & tax advice. Independent CFP®, 25+ years of experience. No strings attached.

Personal Tax-Saving Strategies Checklist

Practical, CRA-compliant ways to reduce your tax bill and keep more of what you earn. Written for professionals and high-income individuals in Alberta, BC, and Saskatchewan.

Fee-only financial planning & tax advice. Independent CFP®, 25+ years of experience. No strings attached.

The Self-Employed Tax Deductions Checklist

Home office deductions, vehicle expenses, income splitting, and other ways sole proprietors and small business owners can legally reduce their tax bill.

10 Tax Strategies Your Corporation Could Be Using Right Now

Salary vs dividend optimization, PHSP plans, retained earnings, and other powerful tax strategies for incorporated owners.

Your Alberta Estate Planning Checklist

Protect what you've built — wills, beneficiary designations, tax at death, and everything in between. Written for Alberta families, professionals, and business owners.

Fee-only financial planning & tax advice. Independent CFP®, 25+ years of experience. No strings attached.

Thinking of Leaving Canada to Retire?

Everything you need to do — financially and legally — before you go. Departure tax, RRSP strategy, TFSA rules, CRA notifications, and more.

Start planning at least one year before you leave — most strategies require lead time.

Don’t Leave CRA Money on the Table — DTC Eligibility Guide

Free eligibility guide and application support for caregivers and individuals with disabilities.

The Women’s Wealth Checklist — Are You Leaving Money Behind?

Practical guidance on inheritance, career gaps, longevity planning, and building financial confidence as a woman.

The Women’s Inheritance Financial Checklist

Receiving an inheritance? A practical, no-pressure guide to understanding what you have received, avoiding rushed decisions, and integrating it into your financial future — at your own pace.

Fee-only financial planning & tax advice. Independent CFP®, 25+ years of experience. No strings attached.

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Alberta-focused retirement, tax, and investment strategies delivered monthly — written for professionals, engineers, and business owners.

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