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