TUTORIALS
Learn more from our videos
Being informed is a critical step toward financial independence. Our videos are meant to educate and inform so you can make better financial decisions. Enjoy!
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tax tutorial
New Bare Trust Reporting Requirements
Familiarize yourself with the CRA’s new reporting requirements for trusts.
tax tutorial
TAXplan Tutorial: Setting Up a Client Portal Account
A few simple steps to get you started with a new TAXplan Client Portal Account.
retirement
WEALTHplan Client Portal Tutorial 1
A short video highlighting the Net Worth and Goals and Plans section of the WEALTHplan Client Portal. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.
