Free planning resources
Choose Your Checklist
What are you planning for? Choose a topic to find a practical checklist for your next step. No sign-up required.
Showing all 12 checklists.
Five Years From Retirement
Prepare for the decisions ahead of retirement.
Open Checklist (PDF) ↗CPP & OAS Timing
Organize your questions about when to start benefits.
Open Checklist (PDF) ↗RRIF Withdrawal Planning
Prepare for a retirement withdrawal review.
Open Checklist (PDF) ↗Before Cancelling Life Insurance
Review your coverage before making a change.
Open Checklist (PDF) ↗Life Insurance Claim: First Steps
Organize the first steps when a claim is needed.
Open Checklist (PDF) ↗Travel Insurance: Before You Go
Prepare questions about your coverage before departure.
Open Checklist (PDF) ↗When Markets Fall
Prepare for an investment review during uncertain markets.
Open Checklist (PDF) ↗Before Renewing Your GIC
Organize questions before your GIC renews.
Open Checklist (PDF) ↗Corporate Cash Review
Prepare for a discussion about surplus corporate cash.
Open Checklist (PDF) ↗Group Benefits Competitiveness
Prepare to review the value of your employee benefits.
Open Checklist (PDF) ↗HCSA Employer Checklist
Organize questions about a Health Care Spending Account.
Open Checklist (PDF) ↗Group RRSP Employer Checklist
Prepare for a workplace retirement savings discussion.
Open Checklist (PDF) ↗