Useful links

Here are some websites and reference documents with information on all sorts of wealth management topics.

Autorité des marchés financiers budget tools and calculators

• Balance sheet - External link. Opens in a new window.
• Budget - External link. Opens in a new window.
• Calculators - External link. Opens in a new window. (credit card, residential, investment and retirement)

Investment and retirement

• Investor Centre - External link. Opens in a new window. – The Investment Funds Institute of Canada
• Pensions and retirement - External link. Opens in a new window. – Government of Canada
• Financial Security in Retirement - External link. Opens in a new window. - Retraite Québec

Succession and philanthropy

• Successions and wills - External link. Opens in a new window. – Chambre des notaires du Québec
• Protection mandate - External link. Opens in a new window. – Site du curateur public du Québec
• The Role of Liquidators (Executors) - External link. Opens in a new window.
• Asking someone to manage your affairs - External link. Opens in a new window. – AMF
• Different types of donations - External link. Opens in a new window. – Leave a Legacy Quebec