Document Library | manitoulinfinancial

DOCUMENTS

Our Document Library was designed to bring helpful documents to clients at the click of a button. The documents range from providing information about investments and insurance, to governments documents.

If you would like us to add other documents that you think would be helpful, please let us know.

Investments Documents

RESP Information.pdf

TFSA Information.pdf

Insurance Documents

Understanding Risk Mgmt.pdf

Protecting Your Dependents.pdf

Miscellaneous Documents

Teaching Children about Money.pdf

SIN application.pdf

Sources:

RESP Information: Government of Canada
TFSA Information: Investment Executive, http://www.investmentexecutive.com/building-your-business/for-your-clients
Understanding Risk Management: Hub Financial Compass program Client handout
Protecting your Dependents: Investment Executive, http://www.investmentexecutive.com/building-your-business/for-your-clients
Teaching Children about Money: Investment Executive, http://www.investmentexecutive.com/building-your-business/for-your-clients
SIN Application: Government of Canada, http://www.servicecanada.gc.ca/fi-if/index.jsp?app=prfl&frm=nas2120&lang=eng