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Plan Today. Protect Tomorrow.

Resources

Home »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


Health Insurance Plans

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  • admin@willowtreewealth.com

How we help

Established Family

You are more experienced now, your bank account is larger, and it is easier to think further ahead.

Protecting your family

Without barely a moment’s thought, you would protect your family from an immediate threat.

Your investments

Do you ever feel like life is too automated? Maybe you’re suspicious of the cruise control feature on your car.

Your Legacy

You have worked all your life and saved for retirement. What other planning work could possibly be left?

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Hot Topics

    Services
  • Estate Planning
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About Us

We serve individuals, families and businesses in the London area. Our primary goal is to help each client meet their unique financial goals.

We are never satisfied until you are.

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Our Dealership

Dealer

Mortgage referrals, insurance products, including segregated fund policies are offered through Willow Tree Wealth Management, and Scott Willoughby and Christian D'Andrea offer mutual funds through Quadrus Investment Services Ltd. Quadrus Investment Services Ltd. and design, and Quadrus Group of Funds are trademarks of Quadrus Investment Services Ltd.

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