Helpful Tools & Resources
Access government resources, planning guides, and essential financial information for Canadians
Government Pension Benefits
Access information and applications for Canada Pension Plan (CPP) and Old Age Security (OAS) benefits
General CPP Info
How to Apply for CPP
OAS Info
How to Apply for OAS
Service Canada Contact
1-800-622-6232
Government Programs
Explore registered savings plans and government programs available to Canadians
Will Planning Checklist
There are many important decisions when drafting a Will. Here's a checklist of topics to help guide your thinking.
- Name an executor to manage your estate and carry out your wishes
- Designate guardianship for dependents (children, elderly parents, or pets)
- Specify distribution of assets to beneficiaries
- Establish a Power of Attorney for financial and healthcare decisions
- Document digital assets and online account access information
- Consider charitable donations and legacy giving
- Plan for business succession if you own a business
- Address potential tax implications for your beneficiaries
- Include instructions for funeral and burial preferences
- Review and update beneficiary designations on registered accounts (RRSP, TFSA, insurance)
- Consider setting up trusts for minor beneficiaries or special needs dependents
- Document your wishes for end-of-life medical care
- Ensure your Will is properly witnessed and stored securely
- Review your Will periodically and update after major life events
- Communicate your wishes with your executor and family members
Need Personalized Guidance?
While these resources provide valuable information, personalized financial and estate planning requires understanding your unique situation. Schedule a consultation to discuss your specific needs.
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