Skip to main content
  • (905) 729-0598
  • j.pugliese@fundecofinancial.ca
  • Portfolio Access
Home

Search form

Home
  • About Us
    • Life Stages
      • Starting Out
      • Young Family
      • Established Family
      • Retiree
      • Single
    • We can help you plan for:
      • Protecting your family
      • Your Retirement
      • Income Taxes
      • Your child's education
      • Your Legacy
      • Running a Business
  • What we do
    • Financial Planning
    • Retirement Planning
    • Estate Planning
    • Tax Planning
    • Insurance Analysis
  • E-newsletter
  • Resources
    • Financial Library
    • Calculators
    • Gov't Sites and Forms
    • Life Planning
  • Portfolio Access
  • Contact Us
  • Investments - ACPI
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
I don't want to invest my money now because...
How to weather stormy markets...stay invested

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

Reducing Tax at Source
Home Buyers Plan
TaxTips.ca
TFSA – Plan overview
Registered Disability Savings Plans (RDSPs)
Aging and Taxation
Professional corporations
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

Death and Taxes
Caring for your aging parents
Joint accounts
Understanding Your Insurance Needs
Aging and taxation
Charitable Planned Giving


Millions of Canadians are without adequate insurance.

Use our online tools to learn more about affordable insurance solutions.

Flexcare and Critical Illness

Travel Insurance

Categories

investment investments retirement planning financial planning life planning rrsp eldercare tax planning debt management business planning saving strategies life insurance retirement insurance planning investing estate planning financial strategy financial strategies investment planning tfsa
More

Free Consultation

Book an Free Consultation

Click to Book an Free Consultation

Office Address

  • 50 Main St. E. P.O. Box 690
    Beeton, ON L0G 1A0
  • Phone: (905) 729-0598
  • Fax: (905) 729-0605
  • For Insurance: j.pugliese@fundecofinancial.ca
  • For Investments: jpugliese@alignedcp.com

E-newsletter Sign-up


Click Here for Current Issue

* 
* 
* 


Email marketing by AdvisorNet Communications Inc

Connect with us

© Copyright 2021 AdvisorNet. All rights Reserved.
Disclaimers  -  Privacy Policy