For more information please contact  

Monteith Financial Services:
Phone: 519-271-9778

Email: brad@monteith.on.ca
Website: www.monteith.on.ca

 

Wealth Management Resource Library

  • Secondary (Dual) Wills
  • Retirement Income - Personal & Corporate
  • Retirement Income - CPP & OAS Benefits
  • Tax Free Savings Account
  • Individual Pension Plan
  • Retirement Compensation Agreement
  • Estate Planning
  • Executor Checklist Infosheet / Executor Checklist
  • Special Needs Planning
  • RDSP - What you need to know
  • RESP Withdrawal Options
  • Long Term Health Care Planning
  • Long Term Care Insurance, Explained
  • Long Term Health Care Planning Guide
  • Crisis-Proofing Your Business
  • Financial Confidence
  • Inheritance Planning

Student Literacy Library

  • Handy Student Financial Planning & Budgeting Worksheet
  • What is a RESP (Registered Educational Savings Plan)?
  • Why Create a Budget?
  • Understanding Scholarships, Bursaries & Grants
  • What is SLOC (Student Line of Credit)?
  • Average Cost of University
  • Average Cost of College
2019-04-16T11:00:00-0400 2019-04-16T11:05:00-0400 Monteith - Microsite 804 Ontario St., Stratford, ON, N5A 3K1, CA http://events.r20.constantcontact.com/register/event?llr=kyublqsab&oeidk=a07eg9iwt9rf70e5000